Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Valhalla, NY

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

11 CFP professionals work in Valhalla; the most are at Ameriprise Financial Services, LLC (6). 10 are also registered broker representatives.

CFP advisors in Valhalla, A to Z

Every advisor in Valhalla →
  • Santo BrigantiAmeriprise Financial Services, LLC · Certified Financial Planner
  • Jak CukajRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brigitte M. DavisonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Corrado A. Dell'AglioAmeriprise Financial Services, LLC · Certified Financial Planner
  • Justin L. Dell'AglioAmeriprise Financial Services, LLC · Certified Financial Planner
  • Gregory R. FeighanAmeriprise Financial Services, LLC · Certified Financial Planner
  • Robert E. FeighanAmeriprise Financial Services, LLC · Certified Financial Planner
  • Eric W. LeimgruberAmeriprise Financial Services, LLC · Certified Financial Planner
  • Anthony C. PesceLPL Enterprise, LLC · Certified Financial Planner
  • Adam B. SloaneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • David J. Yvars Jr.The David J. Yvars Group Inc. · Certified Financial Planner

Firms with the most CFP professionals in Valhalla

Ameriprise Financial Services, LLC 6Raymond James Financial Services Advisors, Inc. 3LPL Enterprise, LLC 1The David J. Yvars Group Inc. 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 Valhalla, NY?

11 SEC-registered investment adviser representatives at firm offices in Valhalla, New York list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (6).

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 Valhalla?

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.