Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brooklyn, NY
Every SEC-registered financial advisor at a firm office in Brooklyn who lists the Certified Financial Planner designation, A to Z.
52 CFP professionals work in Brooklyn; the most are at J.P. Morgan Securities LLC (4). 25 are also registered broker representatives.
CFP advisors in Brooklyn, A to Z
Every advisor in Brooklyn →- Axel Agami ContrerasAntolino Wealth Advisors · Certified Financial Planner
- Stephanie T. BawolekMaridea Wealth Management · Certified Financial Planner
- Jason H. BayukMML Investors Services, LLC · Certified Financial Planner
- Shmuel BeckermanSchonfeld Wealth Management, LLC · Certified Financial Planner
- Candis BestEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles E. BrewsterBrewster Financial Planning LLC · Certified Financial Planner
- Wai CheungCetera Investment Advisers LLC · Certified Financial Planner
- Jean L. Chong ChungJ.P. Morgan Securities LLC · Certified Financial Planner
- Richard ColacinoOsaic Wealth, Inc. · Certified Financial Planner
- John R. CultreraLPL Financial LLC · Certified Financial Planner
- Richard S. DaskinRsd Advisors · Certified Financial Planner, Chartered Financial Analyst
- Chaim DeutschOak Private Wealth LLC · Certified Financial Planner
- Jonathan P. ElksBoerum Hill Financial Advisors LLC · Certified Financial Planner
- Henry N. EllisMaridea Wealth Management · Certified Financial Planner
- Raymond EngAmeriprise Financial Services, LLC · Certified Financial Planner
- Wendy F. FengHsbc Securities (USA) Inc. · Certified Financial Planner
- Dillon P. FergusonForward Wealth · Certified Financial Planner
- Thomas A. FredricksonCgn Advisors, LLC · Certified Financial Planner
- David A. GoldsteinCetera Investment Advisers LLC · Certified Financial Planner
- Cristina M. GuglielmettiFuture Perfect Planning, LLC · Certified Financial Planner
- Junko I. HorvathCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Valeriya KolesnikovaEagle Strategies LLC · Certified Financial Planner
- Yoel LandauGuardian Wealth Partners, LLC · Certified Financial Planner
- Travis LeeJ.P. Morgan Securities LLC · Certified Financial Planner
- Shuo LiCharles Schwab & Co., Inc. · Certified Financial Planner
- Zhi LiTwelve Two Capital LLC · Certified Financial Planner
- Andy LiangSylo Planning · Certified Financial Planner
- Wen Jie Lin-HamBrewster Financial Planning LLC · Certified Financial Planner
- James J. Marrocco Jr.Thinking Big Financial · Certified Financial Planner, Chartered Financial Analyst
- Jonathan V. MarzellaCharles Schwab & Co., Inc. · Certified Financial Planner
- Shane P. MasonBrooklyn Fi, LLC · Certified Financial Planner
- Christina MassalayMain Street Financial Solutions, LLC · Certified Financial Planner
- Christopher J. MinkoMinko Wealth · Certified Financial Planner
- Jason R. OdetteMaridea Wealth Management · Certified Financial Planner
- Ardis OwensLPL Enterprise, LLC · Certified Financial Planner
- John T. OwensBrooklyn Fi, LLC · Certified Financial Planner
- Marieteo PadiongBrighton Jones LLC · Certified Financial Planner
- Ronald S. PalastroCobblestone Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Giacomo ParenteStrategic Advisers LLC · Certified Financial Planner
- Joshua H. RandoCharles Schwab & Co., Inc. · Certified Financial Planner
- John C. RonanRwa Wealth Partners · Certified Financial Planner
- Andrew S. SassoCreative Planning · Certified Financial Planner
- Ronald C. ScottMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon J. TacconelliThinking Big Financial · Certified Financial Planner
- Rahimul I. TaherTaher Financial Planning · Certified Financial Planner
- Arthur ValeMorgan Stanley · Certified Financial Planner
- Aleksandr VovkJ.P. Morgan Securities LLC · Certified Financial Planner
- Mindi L. WernickMML Investors Services, LLC · Certified Financial Planner
- Jacqueline WorstellBrooklyn Fi, LLC · Certified Financial Planner
- Caroline YoungCultivating Wealth · Certified Financial Planner
- Katherine Y. YoungYearwood Young Advisors · Certified Financial Planner, Chartered Financial Analyst
- Calvin Y. ZhaoJ.P. Morgan Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Brooklyn
J.P. Morgan Securities LLC 4Brooklyn Fi, LLC 3Charles Schwab & Co., Inc. 3MML Investors Services, LLC 3Maridea Wealth Management 3Brewster Financial Planning LLC 2Cetera Investment Advisers LLC 2Eagle Strategies LLC 2Thinking Big Financial 2Ameriprise Financial Services, LLC 1Antolino Wealth Advisors 1Boerum Hill Financial Advisors LLC 1Brighton Jones LLC 1Cambridge Investment Research Advisors, Inc. 1Cgn Advisors, LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Brooklyn, NY?
52 SEC-registered investment adviser representatives at firm offices in Brooklyn, New York list the CFP designation; J.P. Morgan Securities LLC employs the most of them (4).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Brooklyn?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.