Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clifton Park, NY
Every SEC-registered financial advisor at a firm office in Clifton Park who lists the Certified Financial Planner designation, A to Z.
The short answer
15 CFP professionals work in Clifton Park; the most are at Capital Financial Advisors Of New York, LLC (2). 11 are also registered broker representatives.
CFP advisors in Clifton Park, A to Z
Every advisor in Clifton Park →- Kevin J. BabcockLPL Financial LLC · Certified Financial Planner
- Laura F. BrunettiCetera Investment Advisers LLC · Certified Financial Planner
- Nicolas G. DumasSilver Oak Securities, Incorporated · Certified Financial Planner
- Sciandra JulianneCapital Financial Advisors Of New York, LLC · Certified Financial Planner
- Howard V. KibrickTsa Management Inc. · Certified Financial Planner
- Thomas A. LynchHolistic Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Kerry G. MayoCapital Financial Advisors Of New York, LLC · Certified Financial Planner
- Jonathan P. MulliganCetera Investment Advisers LLC · Certified Financial Planner
- Lakshmi NagarajanHolistic Wealth Advisors · Certified Financial Planner
- Kevin NewmanOsaic Wealth, Inc. · Certified Financial Planner
- Alex W. PinnEdelman Financial Engines · Certified Financial Planner
- Charles ReutemannEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald C. ReutemannEquity Services, Inc. · Certified Financial Planner
- Michael J. SleasmanOsaic Wealth, Inc. · Certified Financial Planner
- Christopher Van BurenLvw Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Clifton Park
Capital Financial Advisors Of New York, LLC 2Cetera Investment Advisers LLC 2Equity Services, Inc. 2Holistic Wealth Advisors 2Osaic Wealth, Inc. 2Edelman Financial Engines 1LPL Financial LLC 1Lvw Advisors, LLC 1Silver Oak Securities, Incorporated 1Tsa Management Inc. 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 Clifton Park, NY?
15 SEC-registered investment adviser representatives at firm offices in Clifton Park, New York list the CFP designation; Capital Financial Advisors Of New York, LLC employs the most of them (2).
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 Clifton Park?
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.