Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Orchard Park, NY
Every SEC-registered financial advisor at a firm office in Orchard Park who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Orchard Park; the most are at Waterford Advisors, LLC (6). 13 are also registered broker representatives.
CFP advisors in Orchard Park, A to Z
Every advisor in Orchard Park →- Frank J. AntonucciLPL Financial LLC · Certified Financial Planner
- John S. BirkbyCommonwealth Financial Network · Certified Financial Planner
- Bryan S. CastroCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Craig S. ClarkCommonwealth Financial Network · Certified Financial Planner
- Paul J. Coleman IIIFree Time Financial LLC · Certified Financial Planner
- Ryan M. DipasqualeWaterford Advisors, LLC · Certified Financial Planner
- Douglas M. DruzbikWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael D. HarmerWaterford Advisors, LLC · Certified Financial Planner
- Matthew L. HayesMerit Financial Advisors · Certified Financial Planner
- Robert E. KlossWny Asset Management, LLC · Certified Financial Planner
- Gregory L. Kozerski Sr.Waterford Advisors, LLC · Certified Financial Planner
- Chelsea E. MakowskiSenior Financial And Realty Assoc. · Certified Financial Planner
- Christina M. MichalczakWaterford Advisors, LLC · Certified Financial Planner
- Michael J. MuffolettoCommonwealth Financial Network · Certified Financial Planner
- Jonathan L. PetrieWny Asset Management, LLC · Certified Financial Planner
- Thomas G. RobertsonMorgan Stanley · Certified Financial Planner
- Glenn L. ShaikunOsaic Wealth, Inc. · Certified Financial Planner
- Ryan C. SmithWaterford Advisors, LLC · Certified Financial Planner
- Samantha L. ThomasWaterford Advisors, LLC · Certified Financial Planner
- Evan S. WardnerLPL Financial LLC · Certified Financial Planner
- Katie WeibelSilver Grove Advisory Services · Certified Financial Planner
Firms with the most CFP professionals in Orchard Park
Waterford Advisors, LLC 6Commonwealth Financial Network 3LPL Financial LLC 2Wny Asset Management, LLC 2Cambridge Investment Research Advisors, Inc. 1Free Time Financial LLC 1Merit Financial Advisors 1Moldenhauer & Associates 1Morgan Stanley 1Osaic Wealth, Inc. 1Senior Financial And Realty Assoc. 1Silver Grove Advisory Services 1Wells Fargo Clearing Services, 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 22Elmsford 20
Questions
How many CFP financial advisors are in Orchard Park, NY?
21 SEC-registered investment adviser representatives at firm offices in Orchard Park, New York list the CFP designation; Waterford Advisors, LLC employs the most of them (6).
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 Orchard Park?
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.