Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saratoga Springs, NY
Every SEC-registered financial advisor at a firm office in Saratoga Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
31 CFP professionals work in Saratoga Springs; the most are at Commonwealth Financial Network (3). 15 are also registered broker representatives.
CFP advisors in Saratoga Springs, A to Z
Every advisor in Saratoga Springs →- Alan J. BogatchJanney Montgomery Scott LLC · Certified Financial Planner
- Barbara J. BoucheyBarbara J. Bouchey Asset Management, Inc. · Certified Financial Planner
- Bonnie M. BoyceCommonwealth Financial Network · Certified Financial Planner
- Jeffrey M. CampitoRockefeller Financial LLC · Certified Financial Planner
- Manuel N. ChoyWpm Wealth Advisors LLC · Certified Financial Planner
- Jon ConnellNewedge Advisors · Certified Financial Planner
- James T. CoxPeak Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- David L. CummingMorgan Stanley · Certified Financial Planner
- Richard C. FanchOsaic Wealth, Inc. · Certified Financial Planner
- Brian S. FerraroRockefeller Financial LLC · Certified Financial Planner
- Heather FoxNye Street Partners LLC · Certified Financial Planner
- David A. FragomeniOsaic Wealth, Inc. · Certified Financial Planner
- Paul J. GemmitiPortfolio Allocators LLC · Certified Financial Planner
- Paul M. KowalskiCommonwealth Financial Network · Certified Financial Planner
- Stephen M. KyneSterling Manor Financial, LLC · Certified Financial Planner
- Todd C. MacejkaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Samantha B. MaseyBouchey Financial Group, Ltd. · Certified Financial Planner
- Anna K. MilleaGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
- Harold J. MoranSustainable Advisors Alliance LLC · Certified Financial Planner
- Sean B. MoynahanKing Wealth Management Group, LLC · Certified Financial Planner
- Thomas M. MurphyGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
- Andrew J. PallasMinichmacgregor Wealth Management, LLC · Certified Financial Planner
- John J. Papielion Jr.Tailored Wealth Solutions · Certified Financial Planner
- Steven L. QuesnelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robert M. SchermerhornLPL Financial LLC · Certified Financial Planner
- Brenton W. SmithMinichmacgregor Wealth Management, LLC · Certified Financial Planner
- Taylor P. SohnsLifegoal Investments, LLC · Certified Financial Planner
- Kenneth J. TerpeningKing Wealth Management Group, LLC · Certified Financial Planner
- Jeffrey C. VahanianCommonwealth Financial Network · Certified Financial Planner
- David R. WrenSovereign Financial Group, Inc. · Certified Financial Planner
- Cynthia E. ZalewskySaratoga Investment Solutions Inc. · Certified Financial Planner
Firms with the most CFP professionals in Saratoga Springs
Commonwealth Financial Network 3Goldman Sachs Wealth Services, L.P. 2King Wealth Management Group, LLC 2Minichmacgregor Wealth Management, LLC 2Osaic Wealth, Inc. 2Rockefeller Financial LLC 2Barbara J. Bouchey Asset Management, Inc. 1Bouchey Financial Group, Ltd. 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Lifegoal Investments, LLC 1Morgan Stanley 1Newedge Advisors 1Nye Street Partners LLC 1Peak Wealth Management 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 33Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Saratoga Springs, NY?
31 SEC-registered investment adviser representatives at firm offices in Saratoga Springs, New York list the CFP designation; Commonwealth Financial Network employs the most of them (3).
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 Saratoga Springs?
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.