Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in East Syracuse, NY
Every SEC-registered financial advisor at a firm office in East Syracuse who lists the Certified Financial Planner designation, A to Z.
The short answer
14 CFP professionals work in East Syracuse; the most are at Commonwealth Financial Network (3). 11 are also registered broker representatives.
CFP advisors in East Syracuse, A to Z
Every advisor in East Syracuse →- Courtney A. ArriaLPL Financial LLC · Certified Financial Planner
- Gerri A. HarrisonJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Neil J. HoytCommonwealth Financial Network · Certified Financial Planner
- David P. JonesEdward Jones · Certified Financial Planner
- Jeffrey E. KleinCommonwealth Financial Network · Certified Financial Planner
- Adam J. LoedelPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sonnet L. LoftusCommonwealth Financial Network · Certified Financial Planner
- Daniel P. ModyPinnacle Investments, LLC · Certified Financial Planner
- Mark T. NardellaPinnacle Investments, LLC · Certified Financial Planner
- Benjamin R. QuiltyPinnacle Investments, LLC · Certified Financial Planner
- Paul J. RubackaEdelman Financial Engines · Certified Financial Planner
- Laurence J. SchnallLPL Financial LLC · Certified Financial Planner
- Geoffrey A. Wells IIBpc Advisors LLC · Certified Financial Planner
- William J. ZaikaFarther · Certified Financial Planner
Firms with the most CFP professionals in East Syracuse
Commonwealth Financial Network 3Pinnacle Investments, LLC 3LPL Financial LLC 2Bpc Advisors LLC 1Edelman Financial Engines 1Edward Jones 1Farther 1J. W. Cole Advisors, Inc. 1Private Advisor Group, 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 East Syracuse, NY?
14 SEC-registered investment adviser representatives at firm offices in East Syracuse, New York list the CFP designation; Commonwealth Financial Network employs the most of them (3).
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 East Syracuse?
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.