Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Harrison, NY
Every SEC-registered financial advisor at a firm office in Harrison who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Harrison; the most are at Moneco Advisors (4). 6 are also registered broker representatives.
CFP advisors in Harrison, A to Z
Every advisor in Harrison →- William N. BrancaccioMoneco Advisors · Certified Financial Planner
- Moshe CysnerOsaic Wealth, Inc. · Certified Financial Planner
- Vern C. HaydenMoneco Advisors · Certified Financial Planner
- Allen H. HodysMoneco Advisors · Certified Financial Planner
- Melissa J. LevineCetera Investment Advisers LLC · Certified Financial Planner
- Ian A. PostFifth Set Private Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Jean T. RiordanNext Level Private LLC · Certified Financial Planner
- Byrke J. SestokMoneco Advisors · Certified Financial Planner
- Michael A. SharkanskyStrategic Advisers LLC · Certified Financial Planner
- Todd A. StankiewiczSykon Capital LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert A. WeinsteinRound Rock Advisors LLC · Certified Financial Planner, Personal Financial Specialist
- Tamara L. WithamGreenlife Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Harrison
Moneco Advisors 4Cetera Investment Advisers LLC 1Fifth Set Private Wealth Management LLC 1Greenlife Advisors, LLC 1Next Level Private LLC 1Osaic Wealth, Inc. 1Round Rock Advisors LLC 1Strategic Advisers LLC 1Sykon Asset Management LLC 1Sykon Capital 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 Harrison, NY?
12 SEC-registered investment adviser representatives at firm offices in Harrison, New York list the CFP designation; Moneco Advisors 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 Harrison?
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.