Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Williamsville, NY
Every SEC-registered financial advisor at a firm office in Williamsville who lists the Certified Financial Planner designation, A to Z.
61 CFP professionals work in Williamsville; the most are at Wny Asset Management, LLC (9). 48 are also registered broker representatives.
CFP advisors in Williamsville, A to Z
Every advisor in Williamsville →- Christopher N. AldersonEagle Strategies LLC · Certified Financial Planner
- Anthony BaldiAmeriprise Financial Services, LLC · Certified Financial Planner
- Debra A. BrownWny Asset Management, LLC · Certified Financial Planner
- Randy C. BrownMorgan Stanley · Certified Financial Planner
- Peter F. BrucatoPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Donald J. BuckleyThe Ameriflex Group · Certified Financial Planner
- David R. BushnellGlobal Retirement Partners LLC · Certified Financial Planner
- Raymond A. CarterWny Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert A. Castiglione IIWny Asset Management, LLC · Certified Financial Planner
- Christine M. CiscoRBC Capital Markets, LLC · Certified Financial Planner
- Patrick J. CollinsWny Asset Management, LLC · Certified Financial Planner
- John E. DowningLPL Financial LLC · Certified Financial Planner
- Thomas R. EmmerlingDopkins Wealth Management, LLC · Certified Financial Planner
- Joseph P. FaheyLPL Financial LLC · Certified Financial Planner
- Jonathan P. FichterLPL Financial LLC · Certified Financial Planner
- Robert M. FlorianFlorian Financial Group LLC · Certified Financial Planner
- Russell E. GaiserIndependent Solutions Wealth Management, LLC · Certified Financial Planner
- Ryan T. GillEquitable Advisors, LLC · Certified Financial Planner
- Elroy M. GoodyearCetera Investment Advisers LLC · Certified Financial Planner
- Michael A. GranicaLPL Financial LLC · Certified Financial Planner
- Abbey GwinCountryside Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter C. HafnerLPL Financial LLC · Certified Financial Planner
- Jeffrey E. HahnLPL Financial LLC · Certified Financial Planner
- Charles E. Hanny IVEmergent Wealth Advisors, LLC · Certified Financial Planner
- Michael J. HardyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Evan P. HarofCommonwealth Financial Network · Certified Financial Planner
- George P. HarrisBentham Wealth Advisors · Certified Financial Planner
- James M. HonakerOsaic Wealth, Inc. · Certified Financial Planner
- David N. IvancicLPL Financial LLC · Certified Financial Planner
- Peter KazmierczakMorgan Stanley · Certified Financial Planner
- Austin V. KellyEquitable Advisors, LLC · Certified Financial Planner
- Ronald M. LojaconoWny Asset Management, LLC · Certified Financial Planner
- Kevin J. MalaneyMorgan Stanley · Certified Financial Planner
- Anthony V. MancusoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott M. McCarthyCambridge Advisors, LLC · Certified Financial Planner
- Shane E. McCormickEquitable Advisors, LLC · Certified Financial Planner
- Patrick A. McMahonPrivate Advisor Group, LLC · Certified Financial Planner
- Andrew C. MillerIndependent Solutions Wealth Management, LLC · Certified Financial Planner
- John G. Miskey IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- Joel M. MorawskiPrivate Advisor Group, LLC · Certified Financial Planner
- Eugene P. O'Connor Jr.Wny Asset Management, LLC · Certified Financial Planner
- Erik M. O'NeillNorthcape Wealth Management · Certified Financial Planner
- Anthony J. OgorekOgorek Wealth Management, LLC · Certified Financial Planner
- Robert A. Peterson Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Leonard J. PiconeOsaic Wealth, Inc. · Certified Financial Planner
- John A. PieroniWny Asset Management, LLC · Certified Financial Planner
- Dirk D. RabenoldRabenold Advisors, Inc. · Certified Financial Planner
- Matthew T. RichardsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Daniel A. Roblin IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Judy M. SescilWny Asset Management, LLC · Certified Financial Planner
- Michael R. ShaverIndependent Solutions Wealth Management, LLC · Certified Financial Planner
- Patrick D. SheelarCountryside Financial LLC · Certified Financial Planner
- Matthew J. SotlandWells Fargo Clearing Services, LLC · Certified Financial Planner
- Laureen SytaWny Asset Management, LLC · Certified Financial Planner
- Kenneth A. UlrichCetera Investment Advisers LLC · Certified Financial Planner
- Jeffrey H. ViksjoOgorek Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian J. WellsMorgan Stanley · Certified Financial Planner
- Gary L. WittenVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Steven D. WitterBentham Wealth Advisors · Certified Financial Planner
- Kenneth C. WohlbergLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mary S. ZamboniCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Williamsville
Wny Asset Management, LLC 9LPL Financial LLC 7Morgan Stanley 4Osaic Wealth, Inc. 4Ameriprise Financial Services, LLC 3Equitable Advisors, LLC 3Independent Solutions Wealth Management, LLC 3Private Advisor Group, LLC 3Bentham Wealth Advisors 2Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2Countryside Financial LLC 2Ogorek Wealth Management, LLC 2Wells Fargo Clearing Services, LLC 2Cambridge Advisors, LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 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 21Elmsford 20
Questions
How many CFP financial advisors are in Williamsville, NY?
61 SEC-registered investment adviser representatives at firm offices in Williamsville, New York list the CFP designation; Wny Asset Management, LLC employs the most of them (9).
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 Williamsville?
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.