Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Poughkeepsie, NY
Every SEC-registered financial advisor at a firm office in Poughkeepsie who lists the Certified Financial Planner designation, A to Z.
The short answer
14 CFP professionals work in Poughkeepsie; the most are at Ameriprise Financial Services, LLC (2). 12 are also registered broker representatives.
CFP advisors in Poughkeepsie, A to Z
Every advisor in Poughkeepsie →- James P. AgrawalOsaic Wealth, Inc. · Certified Financial Planner
- Laura M. BetrosD'Arcangelo Financial Advisors, LLC · Certified Financial Planner
- Martin CukajAmeriprise Financial Services, LLC · Certified Financial Planner
- Maximus M. DisesaNewedge Advisors · Certified Financial Planner
- Alberto A. DominguezLPL Financial LLC · Certified Financial Planner
- David W. FrederickB. Riley Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Zachary D. HerringArax Advisory Partners · Certified Financial Planner, Chartered Financial Consultant
- Kyle M. OdellB. Riley Wealth Advisors, Inc. · Certified Financial Planner
- Anthony M. PereiraCharles Schwab & Co., Inc. · Certified Financial Planner
- Craig M. PesceMarshall + Sterling Wealth Advisors, Inc. · Certified Financial Planner
- Kerry M. PhelanAmeriprise Financial Services, LLC · Certified Financial Planner
- Erica J. Salzmann-TalbiOsaic Wealth, Inc. · Certified Financial Planner
- Jesse D. UttendorferLPL Financial LLC · Certified Financial Planner
- Stephen A. ValentinoMarshall + Sterling Wealth Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Poughkeepsie
Ameriprise Financial Services, LLC 2B. Riley Wealth Advisors, Inc. 2LPL Financial LLC 2Marshall + Sterling Wealth Advisors, Inc. 2Osaic Wealth, Inc. 2Arax Advisory Partners 1Charles Schwab & Co., Inc. 1D'Arcangelo Financial Advisors, LLC 1Newedge Advisors 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 Poughkeepsie, NY?
14 SEC-registered investment adviser representatives at firm offices in Poughkeepsie, New York list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (2).
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 Poughkeepsie?
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.