Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Purchase, NY
Every SEC-registered financial advisor at a firm office in Purchase who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Purchase; the most are at Morgan Stanley (9). 25 are also registered broker representatives.
CFP advisors in Purchase, A to Z
Every advisor in Purchase →- Mahmoud ArjomandMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lawrence W. BahrMorgan Stanley · Certified Financial Planner
- Judith BattagliaMorgan Stanley · Certified Financial Planner
- Charles J. BenwayMain Street Financial · Certified Financial Planner
- Glenn R. BiancoRBC Capital Markets, LLC · Certified Financial Planner
- Christopher B. CopenhaverAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey J. CramptonWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Bryan P. CryderUBS Financial Services Inc. · Certified Financial Planner
- Leo L. CunninghamMain Street Financial · Certified Financial Planner
- Joseph DalyMorgan Stanley · Certified Financial Planner
- James J. DowlingHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- James GiangrandeHightower Advisors, LLC · Certified Financial Planner
- Joan E. GregorAmeriprise Financial Services, LLC · Certified Financial Planner
- George P. KanasRBC Capital Markets, LLC · Certified Financial Planner
- Michael B. KislinMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- B J. KunstreichAmeriprise Financial Services, LLC · Certified Financial Planner
- George J. LesnikWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jay D. McNeillMain Street Financial · Certified Financial Planner
- Laura A. MedigovichJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey A. MeyerSeacrest Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan C. MooreMorgan Stanley · Certified Financial Planner
- Thomas J. MulloolyUBS Financial Services Inc. · Certified Financial Planner
- Margaret C. PatrickMorgan Stanley · Certified Financial Planner
- Elliot L. PokoikWells Fargo Clearing Services, LLC · Certified Financial Planner
- James M. RankowitzWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew M. RoseMorgan Stanley · Certified Financial Planner
- Karen B. RosnerMorgan Stanley · Certified Financial Planner
- Adam B. RudeStratos Wealth Partners, Ltd. · Certified Financial Planner
- Helene L. RudeStratos Wealth Partners, Ltd. · Certified Financial Planner
- Conor RyanHightower Advisors, LLC · Certified Financial Planner
- Valerie A. ScimiaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Seth D. ThompsonMorgan Stanley · Certified Financial Planner
- Michael B. WolffLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Purchase
Morgan Stanley 9Wells Fargo Clearing Services, LLC 5Ameriprise Financial Services, LLC 3Hightower Advisors, LLC 3Main Street Financial 3RBC Capital Markets, LLC 2Stratos Wealth Partners, Ltd. 2UBS Financial Services Inc. 2Janney Montgomery Scott LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Seacrest Wealth Management, 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 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 Purchase, NY?
33 SEC-registered investment adviser representatives at firm offices in Purchase, New York list the CFP designation; Morgan Stanley employs the most of them (9).
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 Purchase?
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.