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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Princeton, NJ

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

The short answer

5 ChFC holders work in Princeton; the most are at Bugdal Zinsser Asset Management, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Princeton, A to Z

Every advisor in Princeton →
  • Donald J. BugdalBugdal Zinsser Asset Management, Inc. · Chartered Financial Consultant
  • Thomas J. ChunPNC Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • William H. DamoraOnedigital · Certified Financial Planner, Chartered Financial Consultant
  • David V. MilfordEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Arnold M. RosenbaumPark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Princeton

Bugdal Zinsser Asset Management, Inc. 1Edward Jones 1Onedigital 1PNC Wealth Management LLC 1Park Avenue Securities LLC 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 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 5Voorhees 5Bridgewater 4

Questions

How many ChFC financial advisors are in Princeton, NJ?

5 SEC-registered investment adviser representatives at firm offices in Princeton, New Jersey list the ChFC designation; Bugdal Zinsser Asset Management, Inc. employs the most of them (1).

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 Princeton?

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.