Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Staten Island, NY
Every SEC-registered financial advisor at a firm office in Staten Island who lists the Certified Financial Planner designation, A to Z.
25 CFP professionals work in Staten Island; the most are at Cetera Investment Advisers LLC (8). 24 are also registered broker representatives.
CFP advisors in Staten Island, A to Z
Every advisor in Staten Island →- Gary CapaldoCetera Investment Advisers LLC · Certified Financial Planner
- Solomon ChemoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew J. CilentoChelsea Advisory Services, Inc. · Certified Financial Planner
- Gregory ColonnaEdelman Financial Engines · Certified Financial Planner
- Frank J. DecandidoCetera Investment Advisers LLC · Certified Financial Planner
- Michelle DeniscoLPL Financial LLC · Certified Financial Planner
- Svitlana GironeCitigroup Global Markets Inc. · Certified Financial Planner
- Todd J. HubleyAmeriprise Financial Services, LLC · Certified Financial Planner
- James R. LapiedraCetera Investment Advisers LLC · Certified Financial Planner
- Michael S. LicitraCetera Investment Advisers LLC · Certified Financial Planner
- Daniel MacriLPL Financial LLC · Certified Financial Planner
- Michael O. MarracelloAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel R. MasielloAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel R. MasielloAmeriprise Financial Services, LLC · Certified Financial Planner
- Safet MusovicSantander Securities LLC · Certified Financial Planner
- Thomas V. NicolosiAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew R. NugentChelsea Advisory Services, Inc. · Certified Financial Planner
- Daniel R. Overcash Jr.Chelsea Advisory Services, Inc. · Certified Financial Planner
- Shaun A. RobertsCetera Investment Advisers LLC · Certified Financial Planner
- Christopher R. RubanoCetera Investment Advisers LLC · Certified Financial Planner
- Richard B. StewartChelsea Advisory Services, Inc. · Certified Financial Planner
- Kristopher SykesEdward Jones · Certified Financial Planner
- John J. VentoCetera Investment Advisers LLC · Certified Financial Planner
- John J. VentoCetera Investment Advisers LLC · Certified Financial Planner
- William A. WardStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Staten Island
Cetera Investment Advisers LLC 8Ameriprise Financial Services, LLC 5Chelsea Advisory Services, Inc. 4LPL Financial LLC 2Citigroup Global Markets Inc. 1Edelman Financial Engines 1Edward Jones 1Santander Securities LLC 1Strategic Advisers LLC 1Wells Fargo Advisors Financial Network, LLC 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 28Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Staten Island, NY?
25 SEC-registered investment adviser representatives at firm offices in Staten Island, New York list the CFP designation; Cetera Investment Advisers LLC employs the most of them (8).
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 Staten Island?
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.