Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Melville, NY
Every SEC-registered financial advisor at a firm office in Melville who lists the Certified Financial Planner designation, A to Z.
110 CFP professionals work in Melville; the most are at Ameriprise Financial Services, LLC (13). 74 are also registered broker representatives.
CFP advisors in Melville, A to Z
Every advisor in Melville →- Eric AbneyAmeriprise Financial Services, LLC · Certified Financial Planner
- Nejad Abo HamzyJ.J. Burns & Company · Certified Financial Planner
- Nicholas J. AlfinoPark Avenue Securities LLC · Certified Financial Planner
- Robert S. AlimenaProcyon · Certified Financial Planner
- Golda AntokolWells Fargo Clearing Services, LLC · Certified Financial Planner
- Eleftherios ArisLPL Enterprise, LLC · Certified Financial Planner
- Timothy D. AtkinsonExcomp Asset Management Ltd. · Certified Financial Planner
- Ricky BathijaJ.J. Burns & Company · Certified Financial Planner
- Martha A. BaumbachAmeriprise Financial Services, LLC · Certified Financial Planner
- Francis X. Becker IICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Ted A. BoutisAmeriprise Financial Services, LLC · Certified Financial Planner
- Mallory BrennerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Joseph R. BridaEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael BuetiWealthspire Advisors · Certified Financial Planner
- William E. BulmerLPL Financial LLC · Certified Financial Planner
- Jeffrey R. BurkeCompass Advisors · Certified Financial Planner
- James J. Burns Jr.J.J. Burns & Company · Certified Financial Planner
- Bryan C. CaggianoMorgan Stanley · Certified Financial Planner
- Paul C. CamhiThe Wealth Alliance, LLC · Certified Financial Planner
- Thomas J. CammisaLPL Financial LLC · Certified Financial Planner
- Alex J. CanasVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Philip J. CapellWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Christopher D. CastellanoWealthspire Advisors · Certified Financial Planner
- Patrick C. CeplenskiWealthspire Advisors · Certified Financial Planner
- Michael J. CiccarelliAmeriprise Financial Services, LLC · Certified Financial Planner
- Adam D. ClinePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher N. CongemaLandmark Wealth Management, LLC · Certified Financial Planner
- Michael A. CuneoCaptrust · Certified Financial Planner
- Matt J. CurryLPL Enterprise, LLC · Certified Financial Planner
- John A. DefranciscoMorgan Stanley · Certified Financial Planner
- Michael A. Di MarcoPark Avenue Securities LLC · Certified Financial Planner
- Jason DidioAmeriprise Financial Services, LLC · Certified Financial Planner
- Adam S. DitonThe Wealth Alliance, LLC · Certified Financial Planner
- Andrew A. DrostAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph M. FavoritoLandmark Wealth Management, LLC · Certified Financial Planner
- David A. FrischFrisch Financial Group, Inc. · Certified Financial Planner, Personal Financial Specialist
- Gary A. FrisinaOsaic Wealth, Inc. · Certified Financial Planner
- Shawn P. GallagherFrisch Financial Group, Inc. · Certified Financial Planner
- Tyler E. GeorgeThe Wealth Alliance, LLC · Certified Financial Planner
- Li GettlemanFrisch Financial Group, Inc. · Certified Financial Planner
- Dean M. GiellaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael J. GodfreyLPL Financial LLC · Certified Financial Planner
- Michael A. GoldfederProspect Financial Services LLC · Certified Financial Planner
- Melody Y. GrahamAmeriprise Financial Services, LLC · Certified Financial Planner
- Sandra J. GrinspanCetera Investment Advisers LLC · Certified Financial Planner
- John P. HarmatukVoya Financial Advisors, Inc. · Certified Financial Planner
- Clarke D. HedrickPivotal Financial Services, Inc. · Certified Financial Planner
- Jay E. HochheiserCetera Investment Advisers LLC · Certified Financial Planner
- Sarah IadanzaUBS Financial Services Inc. · Certified Financial Planner
- Joseph D. IlgWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Pat J. IngrassiaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Peter N. InserraMorgan Stanley · Certified Financial Planner
- Scott I. KaufmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Lawrence B. KellerPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Lauren M. KingCaptrust · Certified Financial Planner
- Adam KohlerJ.J. Burns & Company · Certified Financial Planner
- Irene A. KosikOppenheimer & Co. Inc. · Certified Financial Planner
- Steven M. LabinerEquitable Advisors, LLC · Certified Financial Planner
- Anthony LagigliaJ.J. Burns & Company · Certified Financial Planner
- Peter J. LaplacaComposition Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Frank J. LavrigataWealthspire Advisors · Certified Financial Planner
- Michael J. LeibowizOsaic Wealth, Inc. · Certified Financial Planner
- Rosario Lenzo IIIHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey C. LewisCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Carolina Llano GonzalezWealthspire Advisors · Certified Financial Planner
- Robert LozziEquitable Advisors, LLC · Certified Financial Planner
- Anamika B. MadanJ.J. Burns & Company · Certified Financial Planner
- John C. Mahoney IIMorgan Stanley · Certified Financial Planner
- Ankur ManchandaHornor, Townsend & Kent, LLC · Certified Financial Planner
- Paul D. MarasciulloAmeriprise Financial Services, LLC · Certified Financial Planner
- John Marchisotta Jr.Procyon · Certified Financial Planner
- Joseph J. MarinaccioAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David MichaelsPark Avenue Securities LLC · Certified Financial Planner
- Dennis R. MillerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James J. MillingtonLandmark Wealth Management, LLC · Certified Financial Planner
- Raymond A. MirandaMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kyle J. NapolitanoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Allan M. PelkonenPelkonen And Associates LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert J. PolkOsaic Wealth, Inc. · Certified Financial Planner
- Richard PunturoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Philip T. PurpuraMayflower Advisors · Certified Financial Planner
- Amin U. RashidPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Edward R. RiepeMorgan Stanley · Certified Financial Planner
- Gerard RizzaLPL Financial LLC · Certified Financial Planner
- John W. RizzoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John J. RocheWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Richard J. Rubin&Partners · Certified Financial Planner
- Jason M. SacksFrisch Financial Group, Inc. · Certified Financial Planner
- Scott SandersOsaic Wealth, Inc. · Certified Financial Planner
- Lawrence D. SangirardiAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles D. ScaralloWealthspire Advisors · Certified Financial Planner
- Paul M. SchifterCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Joann SemeraroCetera Investment Advisers LLC · Certified Financial Planner
- Philip R. SiegelLPL Financial LLC · Certified Financial Planner
- Nickolas J. SpiliotisLPL Financial LLC · Certified Financial Planner
- Daniel J. SpornWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Taylor StathisWealthspire Advisors · Certified Financial Planner
- Joyce A. StreithorstFrisch Financial Group, Inc. · Certified Financial Planner
- Jeffrey M. TabmanEquitable Advisors, LLC · Certified Financial Planner
- Brett J. TestermanExcomp Asset Management Ltd. · Certified Financial Planner
- Alan P. TichmanLPL Financial LLC · Certified Financial Planner
- Rosemary TimoneyWealthspire Advisors · Certified Financial Planner
- Steven T. VarvaroFour Corners Financial · Certified Financial Planner
- Daniel Vega Jr.LPL Enterprise, LLC · Certified Financial Planner
- Steven J. VitaleStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Analyst
- Ian M. WeinbergWealthspire Advisors · Certified Financial Planner
- Brian J. WhiteAmeriprise Financial Services, LLC · Certified Financial Planner
- Anthony S. ZambriLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard S. ZerahCommonwealth Financial Network · Certified Financial Planner, Personal Financial Specialist
- Robert N. ZerahCommonwealth Financial Network · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Melville
Ameriprise Financial Services, LLC 13Wealthspire Advisors 9LPL Financial LLC 8J.J. Burns & Company 6Wells Fargo Advisors Financial Network, LLC 6Frisch Financial Group, Inc. 5Morgan Stanley 5Park Avenue Securities LLC 5Cetera Investment Advisers LLC 4Osaic Wealth, Inc. 4Cambridge Investment Research Advisors, Inc. 3Commonwealth Financial Network 3Compass Advisors 3Equitable Advisors, LLC 3LPL Enterprise, LLC 3
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Garden 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 21Elmsford 20
Questions
How many CFP financial advisors are in Melville, NY?
110 SEC-registered investment adviser representatives at firm offices in Melville, New York list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (13).
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 Melville?
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.