Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jericho, NY
Every SEC-registered financial advisor at a firm office in Jericho who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in Jericho; the most are at Morgan Stanley (5). 25 are also registered broker representatives.
CFP advisors in Jericho, A to Z
Every advisor in Jericho →- Peter B. AbramiAmeriprise Financial Services, LLC · Certified Financial Planner
- Edmund G. AdomaitesCetera Investment Advisers LLC · Certified Financial Planner
- Warren S. AlstodtRBC Capital Markets, LLC · Certified Financial Planner
- Martin R. BankMorgan Stanley · Certified Financial Planner
- Chelsea BarrowsOpal Wealth Advisors, LLC · Certified Financial Planner
- Raymond N. BergenLPL Financial LLC · Certified Financial Planner
- John J. CarbonaraCommonwealth Financial Network · Certified Financial Planner
- Francis S. ChimentiOppenheimer & Co. Inc. · Certified Financial Planner
- Emanuel J. DefreitasSafe Harbor Asset Management, Inc. · Certified Financial Planner
- George J. FiederleinOppenheimer & Co. Inc. · Certified Financial Planner
- Joseph N. FilosaOpal Wealth Advisors, LLC · Certified Financial Planner
- Joshua FrankelUBS Financial Services Inc. · Certified Financial Planner
- Brian P. GambleFirst Long Island Investors, LLC · Certified Financial Planner
- Allison B. GiffuniMorgan Stanley · Certified Financial Planner
- Jesse J. GiordanoOpal Wealth Advisors, LLC · Certified Financial Planner
- Mark E. GrossmannAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher R. JonesCommonwealth Financial Network · Certified Financial Planner
- John C. L'AbbateLPL Financial LLC · Certified Financial Planner
- Wayne F. LeeMorgan Stanley · Certified Financial Planner
- Frank LourensoMorgan Stanley · Certified Financial Planner
- Ian MagorLPL Financial LLC · Certified Financial Planner
- Michael D. MargaritesOppenheimer & Co. Inc. · Certified Financial Planner
- Benjamin J. MihalikMorgan Stanley · Certified Financial Planner
- Jason B. NewmanRBC Capital Markets, LLC · Certified Financial Planner
- Charles L. SchlappCetera Investment Advisers LLC · Certified Financial Planner
- Paresh B. ShahMerkkuri Wealth Advisors LLC · Certified Financial Planner
- Gerard SimonelliAmeriprise Financial Services, LLC · Certified Financial Planner
- William J. TasseyAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Jericho
Morgan Stanley 5Ameriprise Financial Services, LLC 4LPL Financial LLC 3Opal Wealth Advisors, LLC 3Oppenheimer & Co. Inc. 3Cetera Investment Advisers LLC 2Commonwealth Financial Network 2RBC Capital Markets, LLC 2First Long Island Investors, LLC 1Merkkuri Wealth Advisors LLC 1Safe Harbor Asset Management, Inc. 1UBS Financial Services 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 31New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Jericho, NY?
28 SEC-registered investment adviser representatives at firm offices in Jericho, New York list the CFP designation; Morgan Stanley employs the most of them (5).
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 Jericho?
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.