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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Syracuse, NY

Every SEC-registered financial advisor at a firm office in Syracuse who lists the Certified Financial Planner designation, A to Z.

46 CFP professionals work in Syracuse; the most are at Rockbridge Investment Management, LLC (7). 30 are also registered broker representatives.

CFP advisors in Syracuse, A to Z

Every advisor in Syracuse →

Firms with the most CFP professionals in Syracuse

Rockbridge Investment Management, LLC 7Commonwealth Financial Network 5LPL Financial LLC 5Reagan Companies Asset Management, Inc. 4LPL Enterprise, LLC 3RBC Capital Markets, LLC 3Morgan Stanley 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Rialto Wealth Management 2Ameriprise Financial Services, LLC 1Bright Futures Wealth Management, LLC 1Capital Analysts 1Equitable Advisors, LLC 1Independent Financial Partners 1

CFP advisors in other New York cities

All of New York →

New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20

Questions

How many CFP financial advisors are in Syracuse, NY?

46 SEC-registered investment adviser representatives at firm offices in Syracuse, New York list the CFP designation; Rockbridge Investment Management, LLC employs the most of them (7).

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 Syracuse?

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.