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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Garden City, NY

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

The short answer

63 CFP professionals work in Garden City; the most are at Morgan Stanley (8). 51 are also registered broker representatives.

CFP advisors in Garden City, A to Z

Every advisor in Garden City →

Firms with the most CFP professionals in Garden City

Morgan Stanley 8J.P. Morgan Securities LLC 6Janney Montgomery Scott LLC 5Ameriprise Financial Services, LLC 4Flynn Zito Capital Management, LLC 4Osaic Wealth, Inc. 4United Asset Strategies Inc. 4Corient 3Stifel, Nicolaus & Company, Incorporated 3The Bendix Financial Group, Inc. 3Wells Fargo Clearing Services, LLC 3Arkadios Wealth Advisors 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Davidov Wealth Group, LLC 1

CFP advisors in other New York cities

All of New York →

New York 985Rochester 131Melville 110Pittsford 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 21Elmsford 20

Questions

How many CFP financial advisors are in Garden City, NY?

63 SEC-registered investment adviser representatives at firm offices in Garden City, New York list the CFP designation; Morgan Stanley employs the most of them (8).

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 Garden City?

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.