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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in New York

Every SEC-registered financial advisor in New York who lists the Chartered Financial Consultant designation, by city.

634 ChFC holders work in New York; the most are in New York (108).

Cities in New York with ChFC holders

Every advisor in New York →

New York 108Melville 48Rochester 48Brooklyn 15Pittsford 15Garden City 14Hauppauge 14Buffalo 13Williamsville 13Elmsford 12Syracuse 12Amherst 11Latham 11Albany 10Victor 10Purchase 8White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5Uniondale 5Dewitt 4Flushing 4Jericho 4Plainview 4Binghamton 3Clifton Park 3East Aurora 3East Syracuse 3Farmingdale 3Malta 3Nesconset 3New City 3New Hartford 3Newburgh 3Poughkeepsie 3Roslyn 3Schenectady 3West Seneca 3

140 smaller places with one or two ChFC holders are in the advisor search.

ChFC advisors in other states

CaliforniaTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many ChFC financial advisors are in New York?

634 SEC-registered investment adviser representatives in New York list the ChFC designation; the most work in New York (108).

What is a ChFC?

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

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.