Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tarrytown, NY
Every SEC-registered financial advisor at a firm office in Tarrytown who lists the Certified Financial Planner designation, A to Z.
39 CFP professionals work in Tarrytown; the most are at Citizens Private Wealth (21). 28 are also registered broker representatives.
CFP advisors in Tarrytown, A to Z
Every advisor in Tarrytown →- Mark E. AbrahamCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Paul ArbeitCitizens Securities, Inc. · Certified Financial Planner
- Thomas E. BeatyCitizens Private Wealth · Certified Financial Planner
- Steven J. BellonMML Investors Services, LLC · Certified Financial Planner
- Ronald J. BerkowitzCommonwealth Financial Network · Certified Financial Planner
- Steven E. BertoloCitizens Private Wealth · Certified Financial Planner
- John BlanosLPL Financial LLC · Certified Financial Planner
- Michael BrennanCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Barrett W. ButlienCommonwealth Financial Network · Certified Financial Planner
- Gideon M. CohnCommonwealth Financial Network · Certified Financial Planner
- Jeffrey F. CowleyCitizens Private Wealth · Certified Financial Planner
- Gabriella M. DelmonacoInstrumental Wealth, LLC · Certified Financial Planner
- Gianni DifrosciaCitizens Securities, Inc. · Certified Financial Planner
- Derek EngenCitizens Private Wealth · Certified Financial Planner, Personal Financial Specialist
- Christopher G. FaheyAmeriprise Financial Services, LLC · Certified Financial Planner
- Luis F. FernandesFifth Third Wealth Advisors LLC · Certified Financial Planner
- Brian FurleiterCitizens Private Wealth · Certified Financial Planner
- John P. GaveyCitizens Private Wealth · Certified Financial Planner
- George P. GippCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Daniel GrijalvaCitizens Securities, Inc. · Certified Financial Planner
- Jeffrey K. HannaCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Thomas J. HerkertCommonwealth Financial Network · Certified Financial Planner
- Daniel M. JuechterCetera Investment Advisers LLC · Certified Financial Planner
- James A. Marks Jr.Citizens Private Wealth · Certified Financial Planner
- Moira R. McGlynnCitizens Private Wealth · Certified Financial Planner
- Margaret L. McGonigleCitizens Private Wealth · Certified Financial Planner
- Douglas S. MoxhamCitizens Private Wealth · Certified Financial Planner
- Marc K. OdoSwan Global Investments, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas R. PirrottaCitizens Securities, Inc. · Certified Financial Planner
- Ronald J. Pompei Jr.LPL Financial LLC · Certified Financial Planner
- Curtis J. Pope IIPope Wealth Planning, LLC · Certified Financial Planner
- Matthew RuffaloCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Lester SatlowCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Alex ScheelCitizens Private Wealth · Certified Financial Planner
- Gail M. SimonsCommonwealth Financial Network · Certified Financial Planner
- Lesley H. SommersCetera Investment Advisers LLC · Certified Financial Planner
- Paul J. TramontozziStratos Wealth Partners, Ltd. · Certified Financial Planner
- Robert A. VarrianoCitizens Private Wealth · Certified Financial Planner
- Marian B. WhiteBelpointe Asset Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Tarrytown
Citizens Private Wealth 21Citizens Securities, Inc. 5Commonwealth Financial Network 5Cetera Investment Advisers LLC 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Belpointe Asset Management LLC 1Cambridge Investment Research Advisors, Inc. 1Fifth Third Wealth Advisors LLC 1Instrumental Wealth, LLC 1MML Investors Services, LLC 1Pope Wealth Planning, LLC 1Stratos Wealth Partners, Ltd. 1Swan Global Investments, 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 40Latham 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 Tarrytown, NY?
39 SEC-registered investment adviser representatives at firm offices in Tarrytown, New York list the CFP designation; Citizens Private Wealth employs the most of them (21).
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 Tarrytown?
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.