Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rhinebeck, NY
Every SEC-registered financial advisor at a firm office in Rhinebeck who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Rhinebeck; the most are at Commonwealth Financial Network (2). 4 are also registered broker representatives.
CFP advisors in Rhinebeck, A to Z
Every advisor in Rhinebeck →- Andrew H. BaronJohn G. Ullman & Associates, Inc. · Certified Financial Planner
- Daniel A. D'OrdineDdo Advisory Services, LLC · Certified Financial Planner
- Henry DevriesConcurrent Investment Advisors, LLC · Certified Financial Planner
- Peter A. EgolfKilter Group · Certified Financial Planner
- Christopher T. FentonLPL Financial LLC · Certified Financial Planner
- Nina S. HillWells Fargo Clearing Services, LLC · Certified Financial Planner
- Socrates G. LeotsakosCommonwealth Financial Network · Certified Financial Planner
- Dyer B. McCabe Jr.Kilter Group · Certified Financial Planner, Chartered Financial Consultant
- Darlene L. PedrosaLPL Financial LLC · Certified Financial Planner
- Jeffrey A. ScalesCommonwealth Financial Network · Certified Financial Planner
- Cathleen F. TobinMoonbridge Financial Design, LLC · Certified Financial Planner
Firms with the most CFP professionals in Rhinebeck
Commonwealth Financial Network 2Kilter Group 2LPL Financial LLC 2Concurrent Investment Advisors, LLC 1Ddo Advisory Services, LLC 1John G. Ullman & Associates, Inc. 1Moonbridge Financial Design, LLC 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 22Orchard Park 21
Questions
How many CFP financial advisors are in Rhinebeck, NY?
11 SEC-registered investment adviser representatives at firm offices in Rhinebeck, New York list the CFP designation; Commonwealth Financial Network 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 Rhinebeck?
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.