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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rockville Centre, NY

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

The short answer

4 CFP professionals work in Rockville Centre; the most are at The Pinnacle Financial Group (2). 3 are also registered broker representatives.

CFP advisors in Rockville Centre, A to Z

Every advisor in Rockville Centre →

Firms with the most CFP professionals in Rockville Centre

The Pinnacle Financial Group 2Osaic Wealth, Inc. 1Sound & Secure Advisors LLC 1

CFP advisors in other New York cities

All of New York →

New York 996Rochester 128Melville 115Williamsville 66Garden City 63Pittsford 62Buffalo 58Albany 57Brooklyn 53Hauppauge 52Syracuse 50White Plains 43Tarrytown 36Latham 34Purchase 33Amherst 32Saratoga Springs 31Jericho 30Woodbury 26Staten Island 25Fairport 24New York City 24Rye Brook 23Elmsford 22

Questions

How many CFP financial advisors are in Rockville Centre, NY?

4 SEC-registered investment adviser representatives at firm offices in Rockville Centre, New York list the CFP designation; The Pinnacle Financial Group 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 Rockville Centre?

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.