Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in New York City, NY
Every SEC-registered financial advisor at a firm office in New York City who lists the Certified Financial Planner designation, A to Z.
The short answer
24 CFP professionals work in New York City; the most are at Charles Schwab & Co., Inc. (14). 21 are also registered broker representatives.
CFP advisors in New York City, A to Z
Every advisor in New York City →- Preston B. BlackmanCharles Schwab & Co., Inc. · Certified Financial Planner
- Chad CalazaCharles Schwab & Co., Inc. · Certified Financial Planner
- David ChinInternational Assets Investment Management, LLC · Certified Financial Planner
- Daniel J. D'EliaCharles Schwab & Co., Inc. · Certified Financial Planner
- Anthony DepalmaUBS Financial Services Inc. · Certified Financial Planner
- Michael D. GibneyModera Wealth Management, LLC · Certified Financial Planner
- Joseph HajjarStrategic Advisers LLC · Certified Financial Planner
- Sara ImburgiaCharles Schwab & Co., Inc. · Certified Financial Planner
- Robert W. KayCharles Schwab & Co., Inc. · Certified Financial Planner
- Jared B. KellerCetera Investment Advisers LLC · Certified Financial Planner
- Aidan A. KellyCharles Schwab & Co., Inc. · Certified Financial Planner
- Derek G. KleinmanCharles Schwab & Co., Inc. · Certified Financial Planner
- Nolan KostuliasCharles Schwab & Co., Inc. · Certified Financial Planner
- Cenk KozulcaliCharles Schwab & Co., Inc. · Certified Financial Planner
- Nelson R. MatzenForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Donovan A. MorrisCharles Schwab & Co., Inc. · Certified Financial Planner
- Tomasz MuczynskiCharles Schwab & Co., Inc. · Certified Financial Planner
- Trey A. NicosiaCharles Schwab & Co., Inc. · Certified Financial Planner
- Lorianne RivasSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ira I. RoussoHenley & Company Wealth Management LLC · Certified Financial Planner
- Michael S. RuzhanskyJ. Safra Asset Management Corporation · Certified Financial Planner
- Justin SchreiberCharles Schwab & Co., Inc. · Certified Financial Planner
- Pamela TangHightower Advisors, LLC · Certified Financial Planner
- Robert J. TrimbleCharles Schwab & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in New York City
Charles Schwab & Co., Inc. 14Cetera Investment Advisers LLC 1Forvis Mazars Wealth Advisors, LLC 1Henley & Company Wealth Management LLC 1Hightower Advisors, LLC 1International Assets Investment Management, LLC 1J. Safra Asset Management Corporation 1Modera Wealth Management, LLC 1Schwab Wealth Advisory, Inc. 1Strategic Advisers LLC 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 31Jericho 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in New York City, NY?
24 SEC-registered investment adviser representatives at firm offices in New York City, New York list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (14).
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 New York 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.