Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pittsford, NY
Every SEC-registered financial advisor at a firm office in Pittsford who lists the Certified Financial Planner designation, A to Z.
61 CFP professionals work in Pittsford; the most are at LPL Financial LLC (7). 37 are also registered broker representatives.
CFP advisors in Pittsford, A to Z
Every advisor in Pittsford →- Thomas B. AffleckWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kimberly A. AndersonLPL Financial LLC · Certified Financial Planner
- Catherine D. ArnoldFlower City Capital LLC · Certified Financial Planner
- Daniel J. AspenleiterOsaic Wealth, Inc. · Certified Financial Planner
- Priscilla A. Baker JonesOccam Capital Management, LLC · Certified Financial Planner
- Cobie BeachCharles Schwab & Co., Inc. · Certified Financial Planner
- Allen P. CantoniWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ernest F. CaveBlue Horizon Equity, Inc. · Certified Financial Planner
- Mark R. ColganJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Russell CoronaCetera Investment Advisers LLC · Certified Financial Planner
- Daniel S. DipaolaCetera Investment Advisers LLC · Certified Financial Planner
- Rajiv N. DixitSerenity Capital Advisors Inc. · Certified Financial Planner
- Jacquelyn M. DohseJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Corey M. ErnisseKickstand Wealth Advisors · Certified Financial Planner
- Jeffrey M. FeldmanRochester Financial Services · Certified Financial Planner
- Jessica L. FerrindinoThe Ameriflex Group · Certified Financial Planner
- Benjamin C. ForteKickstand Wealth Advisors · Certified Financial Planner
- Robert J. Gringeri Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Thomas H. Hawks IIIFlower City Capital LLC · Certified Financial Planner
- Kam-Lin K. HillProfessional Financial · Certified Financial Planner, Chartered Financial Consultant
- Paul B. HillProfessional Financial · Certified Financial Planner, Chartered Financial Consultant
- John R. HoweHamewith Wealth · Certified Financial Planner
- Brian J. ImrichGps Financial, LLC · Certified Financial Planner
- Steven J. KaneCommonwealth Financial Network · Certified Financial Planner
- Christopher J. LabountyLabounty Financial Planning · Certified Financial Planner
- Christopher L. LafountainLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jay P. LasserAmeriprise Financial Services, LLC · Certified Financial Planner
- George D. MarronHigh Probability Advisors, LLC · Certified Financial Planner
- Timothy C. ModestiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jacob MoshierFlower City Capital LLC · Certified Financial Planner
- Michael D. MunnLPL Financial LLC · Certified Financial Planner
- Alexander G. NeriLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. NewmanHigh Probability Advisors, LLC · Certified Financial Planner
- David J. NicholsOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Perry Noun IIIBlue Horizon Equity, Inc. · Certified Financial Planner
- Christopher S. O'DellStrategic Advisers LLC · Certified Financial Planner
- Brendan O'KellyLPL Financial LLC · Certified Financial Planner
- Richard C. OasterLPL Financial LLC · Certified Financial Planner
- Kelly L. OlczakLynnleigh & Company, LLC · Certified Financial Planner
- Mark A. PaganelliCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Kerri A. PalermoCharles Schwab & Co., Inc. · Certified Financial Planner
- John PascucciEdward Jones · Certified Financial Planner
- Daniel R. PenniseCommonwealth Financial Network · Certified Financial Planner
- Christopher C. PorpigliaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jeffrey M. PrainoMorgan Stanley · Certified Financial Planner
- David M. Pulcini Jr.Rfg Advisory, LLC · Certified Financial Planner
- Gregory J. RahmlowWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dale R. Rehkopf IIEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Michael E. RizzoloFlower City Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- John A. SartiniMorgan Stanley · Certified Financial Planner
- Nicholas A. SavasRfg Advisory, LLC · Certified Financial Planner
- Jacob W. SchlichtKickstand Wealth Advisors · Certified Financial Planner
- Eric C. SchwilkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jeffrey R. SharmanLPL Financial LLC · Certified Financial Planner
- Candace A. ShiraCandace Shira Associates, LLC · Certified Financial Planner
- Ashley SullivanStrategic Advisers LLC · Certified Financial Planner
- Kerry P. TallonPost Resch Tallon Group · Certified Financial Planner
- Jonathan ThomasJql Wealth · Certified Financial Planner
- Joseph R. TobinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Peter C. Van Der VoornProfessional Financial · Certified Financial Planner
- Philip S. WeisbergWeisberg Financial Services · Certified Financial Planner
Firms with the most CFP professionals in Pittsford
LPL Financial LLC 7Flower City Capital LLC 4Wells Fargo Clearing Services, LLC 4Blue Horizon Equity, Inc. 3Commonwealth Financial Network 3Kickstand Wealth Advisors 3Professional Financial 3Wealth Enhancement Advisory Services, LLC 3Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2Edward Jones 2High Probability Advisors, LLC 2J. W. Cole Advisors, Inc. 2Morgan Stanley 2Osaic Wealth, Inc. 2
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Williamsville 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 Pittsford, NY?
61 SEC-registered investment adviser representatives at firm offices in Pittsford, New York list the CFP designation; LPL Financial LLC employs the most of them (7).
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 Pittsford?
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.