Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rye Brook, NY
Every SEC-registered financial advisor at a firm office in Rye Brook who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Rye Brook; the most are at Park Avenue Securities LLC (10). 19 are also registered broker representatives.
CFP advisors in Rye Brook, A to Z
Every advisor in Rye Brook →- Joseph D. BiegelPark Avenue Securities LLC · Certified Financial Planner
- Matthew A. BleckerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eric M. BloomPark Avenue Securities LLC · Certified Financial Planner
- Lawrence R. BoxerAmeriprise Financial Services, LLC · Certified Financial Planner
- Letizia F. CarlistoNavis Wealth Advisors LLC · Certified Financial Planner
- Jessica M. DemlerOxler Private Wealth · Certified Financial Planner
- Paul Fegan Jr.Navis Wealth Advisors LLC · Certified Financial Planner
- Gregory T. GalefPark Avenue Securities LLC · Certified Financial Planner
- Peter J. HolmesPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Scot E. KarrPark Avenue Securities LLC · Certified Financial Planner
- Michael S. KlotzPark Avenue Securities LLC · Certified Financial Planner
- Andrew S. LevenPark Avenue Securities LLC · Certified Financial Planner
- John J. MarcelPark Avenue Securities LLC · Certified Financial Planner
- Joshua T. MarriottHightower Advisors, LLC · Certified Financial Planner
- Galen A. MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- David S. PriceNavis Wealth Advisors LLC · Certified Financial Planner
- John W. RachelPark Avenue Securities LLC · Certified Financial Planner
- Benjamin D. RobinsBeacon Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- John C. RossPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul D. SantucciAmeriprise Financial Services, LLC · Certified Financial Planner
- Peter J. SikoraLPL Financial LLC · Certified Financial Planner
- Jeffrey T. WeintraubDr. Jeff Finance, LLC · Certified Financial Planner
Firms with the most CFP professionals in Rye Brook
Park Avenue Securities LLC 10Ameriprise Financial Services, LLC 3Navis Wealth Advisors LLC 3Beacon Financial Advisors 1Dr. Jeff Finance, LLC 1Hightower Advisors, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Oxler Private Wealth 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 24Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Rye Brook, NY?
22 SEC-registered investment adviser representatives at firm offices in Rye Brook, New York list the CFP designation; Park Avenue Securities LLC employs the most of them (10).
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 Rye Brook?
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.