Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Uniondale, NY
Every SEC-registered financial advisor at a firm office in Uniondale who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Uniondale; the most are at Edelman Financial Engines (5). 4 are also registered broker representatives.
CFP advisors in Uniondale, A to Z
Every advisor in Uniondale →- Caroline O. AngellEdelman Financial Engines · Certified Financial Planner
- Emil G. Ben-DavidEdelman Financial Engines · Certified Financial Planner
- Caitlin ChenEdelman Financial Engines · Certified Financial Planner
- Matthew P. CuiffoEdelman Financial Engines · Certified Financial Planner
- Paul H. EssnerOsaic Wealth, Inc. · Certified Financial Planner
- Candice LiraOsaic Wealth, Inc. · Certified Financial Planner
- Alaine D. MacdougallEdelman Financial Engines · Certified Financial Planner
- Peter McEvoyEagle Strategies LLC · Certified Financial Planner
- Jason M. McKennaThe Pinnacle Financial Group · Certified Financial Planner
Firms with the most CFP professionals in Uniondale
Edelman Financial Engines 5Osaic Wealth, Inc. 2Eagle Strategies LLC 1The Pinnacle Financial Group 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 Uniondale, NY?
9 SEC-registered investment adviser representatives at firm offices in Uniondale, New York list the CFP designation; Edelman Financial Engines employs the most of them (5).
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 Uniondale?
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.