Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chappaqua, NY
Every SEC-registered financial advisor at a firm office in Chappaqua who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Chappaqua; the most are at Samalin Wealth (4). 4 are also registered broker representatives.
CFP advisors in Chappaqua, A to Z
Every advisor in Chappaqua →- Thomas J. BeattieSamalin Wealth · Certified Financial Planner
- Krista CollinsStrategic Advisers LLC · Certified Financial Planner
- Gregory GiandaloneStrategic Advisers LLC · Certified Financial Planner
- Edward S. HadadFinancial Asset Management Corp. · Certified Financial Planner
- Benjamin HarrisonEdward Jones · Certified Financial Planner
- John J. HayesStrategic Advisers LLC · Certified Financial Planner
- Scott M. KahanFinancial Asset Management Corp. · Certified Financial Planner
- Viktoria KaminFinancial Asset Management Corp. · Certified Financial Planner
- Laurance J. KershSamalin Wealth · Certified Financial Planner
- Matthew Z. KruskoGolden Bay Advisors LLC · Certified Financial Planner
- Andrew E. SamalinSamalin Wealth · Certified Financial Planner
- Ronald R. SchneiderSamalin Wealth · Certified Financial Planner
Firms with the most CFP professionals in Chappaqua
Samalin Wealth 4Financial Asset Management Corp. 3Strategic Advisers LLC 3Edward Jones 1Golden Bay Advisors LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21
Questions
How many CFP financial advisors are in Chappaqua, NY?
12 SEC-registered investment adviser representatives at firm offices in Chappaqua, New York list the CFP designation; Samalin Wealth 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 Chappaqua?
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.