Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Smithtown, NY
Every SEC-registered financial advisor at a firm office in Smithtown who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Smithtown; the most are at Arcadia Wealth Management (3). 8 are also registered broker representatives.
CFP advisors in Smithtown, A to Z
Every advisor in Smithtown →- Myles W. BoegeSovereign Financial Group, Inc. · Certified Financial Planner
- Rinaldo D. CrassaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Peter K. GawrelukCommonwealth Financial Network · Certified Financial Planner
- Stephen C. GriecoOsaic Wealth, Inc. · Certified Financial Planner
- Lisa H. KeatonCommonwealth Financial Network · Certified Financial Planner
- Kelly A. LynchArcadia Wealth Management · Certified Financial Planner
- John C. PalmerProspera Financial Services, Inc. · Certified Financial Planner
- Louis A. Soriano IICetera Investment Advisers LLC · Certified Financial Planner
- Craig J. ValentineRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Allison M. VanaskiArcadia Wealth Management · Certified Financial Planner
- James VerdiLPL Financial LLC · Certified Financial Planner
- Walter F. Wisniewski Jr.Arcadia Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Smithtown
Arcadia Wealth Management 3Commonwealth Financial Network 2Raymond James Financial Services Advisors, Inc. 2Cetera Investment Advisers LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Prospera Financial Services, Inc. 1Sovereign Financial Group, Inc. 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 Smithtown, NY?
12 SEC-registered investment adviser representatives at firm offices in Smithtown, New York list the CFP designation; Arcadia Wealth Management 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 Smithtown?
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.