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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Riverdale, NJ

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

The short answer

3 ChFC holders work in Riverdale; the most are at Steward Partners Investment Advisory, LLC (3). 3 are also registered broker representatives.

ChFC advisors in Riverdale, A to Z

Every advisor in Riverdale →
  • Timothy M. Burklow Sr.Steward Partners Investment Advisory, LLC · Chartered Financial Consultant
  • John J. OcchipintiSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. RotellaSteward Partners Investment Advisory, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Riverdale

Steward Partners Investment Advisory, LLC 3

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 5Princeton 5Voorhees 5

Questions

How many ChFC financial advisors are in Riverdale, NJ?

3 SEC-registered investment adviser representatives at firm offices in Riverdale, New Jersey list the ChFC designation; Steward Partners Investment Advisory, LLC employs the most of them (3).

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 Riverdale?

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.