Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carle Place, NY

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

2 CFP professionals work in Carle Place; the most are at Goldman Sachs Wealth Services, L.P. (1). 2 are also registered broker representatives.

CFP advisors in Carle Place, A to Z

Every advisor in Carle Place →

Michael GuilianoGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
Ronit RogoszinskiOsaic Advisory Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Carle Place

Goldman Sachs Wealth Services, L.P. 1 Osaic Advisory Services, LLC 1

CFP advisors in other New York cities

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New York 985 Rochester 131 Melville 110 Garden City 65 Pittsford 61 Williamsville 61 Buffalo 56 Albany 52 Brooklyn 52 Hauppauge 51 Syracuse 46 White Plains 40 Tarrytown 39 Latham 33 Purchase 33 Saratoga Springs 31 Jericho 28 New York City 28 Staten Island 25 Woodbury 25 Amherst 24 Fairport 24 Rye Brook 22 Orchard Park 21

Questions

How many CFP financial advisors are in Carle Place, NY?

2 SEC-registered investment adviser representatives at firm offices in Carle Place, New York list the CFP designation; Goldman Sachs Wealth Services, L.P. employs the most of them (1).

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 Carle Place?

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.