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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Buffalo, NY

Every SEC-registered financial advisor at a firm office in Buffalo who lists the Certified Financial Planner designation, A to Z.

56 CFP professionals work in Buffalo; the most are at Raymond James Financial Services Advisors, Inc. (5). 29 are also registered broker representatives.

CFP advisors in Buffalo, A to Z

Every advisor in Buffalo →

Firms with the most CFP professionals in Buffalo

Raymond James Financial Services Advisors, Inc. 5Sanderson Wealth Management, LLC 4LPL Financial LLC 3Park Avenue Securities LLC 3Sandhill Investment Management 3Trubee Wealth Advisors, Inc. 3United Capital Financial Advisors 3Ameriprise Financial Services, LLC 2MML Investors Services, LLC 2Miller, Gesko & Company Inc. 2Morgan Stanley 2Note Advisors, LLC 2Abaya Wealth Management LLC 1Capital Insights Group Of Wny, LLC. 1Cetera Investment Advisers LLC 1

CFP advisors in other New York cities

All of New York →

New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Albany 52Brooklyn 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 Buffalo, NY?

56 SEC-registered investment adviser representatives at firm offices in Buffalo, New York list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (5).

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 Buffalo?

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.