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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Albany, NY

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

10 ChFC holders work in Albany; the most are at LPL Financial LLC (3). 8 are also registered broker representatives.

ChFC advisors in Albany, A to Z

Every advisor in Albany →
  • Douglas J. BauerAllsquare Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John F. BevilacquaCommonwealth Financial Network · Chartered Financial Consultant
  • Gregory R. BrittonFocus Partners Wealth, LLC · Chartered Financial Consultant
  • Chancy A. DarcangelisLPL Financial LLC · Chartered Financial Consultant
  • Michael C. DepertoLPL Financial LLC · Chartered Financial Consultant
  • Patrick A. DicerboNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Scott J. McCauleyNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William J. NewmanNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • John R. PetrusLPL Financial LLC · Chartered Financial Consultant
  • Stephen J. WoodardEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Albany

LPL Financial LLC 3Northwestern Mutual Investment Services, LLC 3Allsquare Wealth Management, LLC 1Commonwealth Financial Network 1Eagle Strategies LLC 1Focus Partners Wealth, LLC 1

ChFC advisors in other New York cities

All of New York →

New York 108Melville 48Rochester 48Brooklyn 15Pittsford 15Garden City 14Hauppauge 14Buffalo 13Williamsville 13Elmsford 12Syracuse 12Amherst 11Latham 11Victor 10Purchase 8White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5Uniondale 5

Questions

How many ChFC financial advisors are in Albany, NY?

10 SEC-registered investment adviser representatives at firm offices in Albany, New York list the ChFC designation; LPL Financial 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 Albany?

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.