Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Roslyn Heights, NY

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

2 CFP professionals work in Roslyn Heights; the most are at Highland Wealth Advisors, LLC (1). 1 are also registered broker representatives.

CFP advisors in Roslyn Heights, A to Z

Every advisor in Roslyn Heights →

Ira W. SchackHighland Wealth Advisors, LLC · Certified Financial Planner
Noah A. SchwartzStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Roslyn Heights

Highland Wealth Advisors, LLC 1 Strategic Advisers LLC 1

CFP advisors in other New York cities

All of New York →

New York 985 Rochester 131 Melville 110 Garden City 65 Pittsford 61 Williamsville 61 Buffalo 56 Albany 52 Brooklyn 52 Hauppauge 51 Syracuse 46 White Plains 40 Tarrytown 39 Latham 33 Purchase 33 Saratoga Springs 31 Jericho 28 New York City 28 Staten Island 25 Woodbury 25 Amherst 24 Fairport 24 Rye Brook 22 Orchard Park 21

Questions

How many CFP financial advisors are in Roslyn Heights, NY?

2 SEC-registered investment adviser representatives at firm offices in Roslyn Heights, New York list the CFP designation; Highland Wealth Advisors, LLC employs the most of them (1).

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 Roslyn Heights?

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.