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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pelham, NY

Every SEC-registered financial advisor at a firm office in Pelham who lists the Certified Financial Planner designation, A to Z.

The short answer

2 CFP professionals work in Pelham; the most are at J.P. Morgan Securities LLC (1). 1 are also registered broker representatives.

CFP advisors in Pelham, A to Z

Every advisor in Pelham →
  • Daniel MolluzzoJ.P. Morgan Securities LLC · Certified Financial Planner
  • Anthea M. PerkinsonMonterey Associates Financial Planning & Education · Certified Financial Planner

Firms with the most CFP professionals in Pelham

J.P. Morgan Securities LLC 1Monterey Associates Financial Planning & Education 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 Pelham, NY?

2 SEC-registered investment adviser representatives at firm offices in Pelham, New York list the CFP designation; J.P. Morgan Securities LLC employs the most of them (1).

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 Pelham?

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.