Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Woodbury, NY
Every SEC-registered financial advisor at a firm office in Woodbury who lists the Certified Financial Planner designation, A to Z.
The short answer
26 CFP professionals work in Woodbury; the most are at Vanderbilt Advisory Services (10). 23 are also registered broker representatives.
CFP advisors in Woodbury, A to Z
Every advisor in Woodbury →- Moshe N. AlpertVanderbilt Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey B. BakerVanderbilt Advisory Services · Certified Financial Planner
- Mark S. BrellisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hillary E. BrevigVanderbilt Advisory Services · Certified Financial Planner
- Thomas W. BruciaCetera Investment Advisers LLC · Certified Financial Planner
- Jack ChiteVanderbilt Advisory Services · Certified Financial Planner
- Lionel J. Edmonson IIIConsolidated Portfolio Review Corp. · Certified Financial Planner
- Diana L. FletcherVanderbilt Advisory Services · Certified Financial Planner
- Sandra L. Hay MagdalenoConsolidated Portfolio Review Corp. · Certified Financial Planner
- John J. HigginsVanderbilt Advisory Services · Certified Financial Planner
- John Higgins ViiConsolidated Portfolio Review Corp. · Certified Financial Planner
- Jeffrey A. HiggsConsolidated Portfolio Review Corp. · Certified Financial Planner
- Suzan Luna JaffeVanderbilt Advisory Services · Certified Financial Planner
- Michael S. KinstlerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew J. KutcherWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott LaffieMML Investors Services, LLC · Certified Financial Planner
- Trevor R. RandallConsolidated Portfolio Review Corp. · Certified Financial Planner
- Matthew S. RendellConsolidated Portfolio Review Corp. · Certified Financial Planner
- Robert RosenbergMML Investors Services, LLC · Certified Financial Planner
- Jonathan SchoenbergEagle Strategies LLC · Certified Financial Planner
- Nicole B. SimpsonVanderbilt Advisory Services · Certified Financial Planner
- John P. SpinelliVanderbilt Advisory Services · Certified Financial Planner
- Marilyn C. StefansCetera Investment Advisers LLC · Certified Financial Planner
- Ian J. TollefsenConsolidated Portfolio Review Corp. · Certified Financial Planner
- Kerim TulunVanderbilt Advisory Services · Certified Financial Planner
- Xiaoyong WangConsolidated Portfolio Review Corp. · Certified Financial Planner
Firms with the most CFP professionals in Woodbury
Vanderbilt Advisory Services 10Consolidated Portfolio Review Corp. 8Wells Fargo Clearing Services, LLC 3Cetera Investment Advisers LLC 2MML Investors Services, LLC 2Eagle Strategies 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 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Woodbury, NY?
26 SEC-registered investment adviser representatives at firm offices in Woodbury, New York list the CFP designation; Vanderbilt Advisory Services employs the most of them (10).
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 Woodbury?
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.