Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Syosset, NY
Every SEC-registered financial advisor at a firm office in Syosset who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Syosset; the most are at Legacy Edge Advisors (2). 2 are also registered broker representatives.
CFP advisors in Syosset, A to Z
Every advisor in Syosset →- Sandeep IsraniAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert P. MarronaroLegacy Edge Advisors · Certified Financial Planner
- Peter W. PaceCetera Investment Advisers LLC · Certified Financial Planner
- Matthew G. RicksHaystack Financial Planning · Certified Financial Planner
- Robert F. RomLegacy Edge Advisors · Certified Financial Planner
Firms with the most CFP professionals in Syosset
Legacy Edge Advisors 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Haystack Financial Planning 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 Syosset, NY?
5 SEC-registered investment adviser representatives at firm offices in Syosset, New York list the CFP designation; Legacy Edge Advisors employs the most of them (2).
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 Syosset?
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.