Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Great Neck, NY
Every SEC-registered financial advisor at a firm office in Great Neck who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Great Neck; the most are at Kutz And Company Inc. (2). 5 are also registered broker representatives.
CFP advisors in Great Neck, A to Z
Every advisor in Great Neck →- Douglas R. AugenthalerPalumbo Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Ronald H. BernsteinLincoln Investment · Certified Financial Planner
- Frank P. BrigatiJ.P. Morgan Securities LLC · Certified Financial Planner
- Chaim DeutschKutz And Company Inc. · Certified Financial Planner
- Brian J. EarlyLevel Four Advisory Services · Certified Financial Planner
- Frank B. JaffeAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew B. KutzKutz And Company Inc. · Certified Financial Planner
- John J. NaegeleCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Chintu PandyaGeneration Wealth Management · Certified Financial Planner
- David E. WarshawThe Wealthplan LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Great Neck
Kutz And Company Inc. 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Capital Analysts 1Generation Wealth Management 1J.P. Morgan Securities LLC 1Level Four Advisory Services 1Lincoln Investment 1Palumbo Wealth Management LLC 1The Wealthplan 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 Great Neck, NY?
10 SEC-registered investment adviser representatives at firm offices in Great Neck, New York list the CFP designation; Kutz And Company Inc. 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 Great Neck?
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.