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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Morristown, NJ

Every SEC-registered financial advisor at a firm office in Morristown who lists the Chartered Financial Consultant designation, A to Z.

34 ChFC holders work in Morristown; the most are at Private Advisor Group, LLC (25). 28 are also registered broker representatives.

ChFC advisors in Morristown, A to Z

Every advisor in Morristown →
  • Howard J. ArendPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David S. BahnickPrivate Advisor Group, LLC · Chartered Financial Consultant
  • David J. BerkeihiserPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Samantha M. BoothBeacon Trust · Certified Financial Planner, Chartered Financial Consultant
  • Alexander M. BorowiecM Holdings Securities, Inc. · Chartered Financial Consultant
  • Gary BorowiecM Holdings Securities, Inc. · Chartered Financial Consultant
  • James H. ClarkPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Eric J. ConnorsPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Terence S. CoylePrivate Advisor Group, LLC · Chartered Financial Consultant
  • Ryan A. CurranMML Investors Services, LLC · Chartered Financial Consultant
  • Robert K. DrakePrivate Advisor Group, LLC · Chartered Financial Consultant
  • Judy L. EsauPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Andrew F. Ferguson Sr.Simon Quick Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Vishal GaurPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Gregory T. GioeStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hal D. GuyPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William B. HammondPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Tor E. HothamPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Amanda M. HustonPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Carman M. KubandaPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven S. LeshnerPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Bradley E. MainsterPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Lee D. MilesPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Troy E. MillerPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William A. NarduzziCetera Investment Advisers LLC · Chartered Financial Consultant
  • Ghazi NweiranCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Richard S. SpinnerCary Street Partners · Certified Financial Planner, Chartered Financial Consultant
  • John W. Sullivan IIPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Patrick J. SullivanPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian D. TestinoPrivate Advisor Group, LLC · Chartered Financial Consultant
  • John G. VennePrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas H. Vickers IIIPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Eric B. WaggonerPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Robert R. WheelerPrivate Advisor Group, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Morristown

Private Advisor Group, LLC 25M Holdings Securities, Inc. 2Beacon Trust 1Cary Street Partners 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1MML Investors Services, LLC 1Simon Quick Advisors, LLC 1Strategic Advisers LLC 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Summit 25Parsippany 22Paramus 15Red Bank 14Marlton 13Saddle Brook 9Fairfield 8Mount Laurel 8Cherry Hill 7Edison 7Wall Township 7Jersey City 6Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5Bridgewater 4

Questions

How many ChFC financial advisors are in Morristown, NJ?

34 SEC-registered investment adviser representatives at firm offices in Morristown, New Jersey list the ChFC designation; Private Advisor Group, LLC employs the most of them (25).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Morristown?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.