Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Elmsford, NY

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

12 ChFC holders work in Elmsford; the most are at MML Investors Services, LLC (12). 12 are also registered broker representatives.

ChFC advisors in Elmsford, A to Z

Every advisor in Elmsford →
  • Mauro CaringiMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William A. EdelsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael S. FarrellMML Investors Services, LLC · Chartered Financial Consultant
  • Nicholas C. FioreMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Chris KampitsisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicolaos KavallieratosMML Investors Services, LLC · Chartered Financial Consultant
  • Christopher KimMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony L. MaiuoloMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Frank J. NewmanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gabriel PalaciosMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony N. PiresMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Benjamin SoccodatoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Elmsford

MML Investors Services, LLC 12

ChFC advisors in other New York cities

All of New York →

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

Questions

How many ChFC financial advisors are in Elmsford, NY?

12 SEC-registered investment adviser representatives at firm offices in Elmsford, New York list the ChFC designation; MML Investors Services, LLC employs the most of them (12).

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 Elmsford?

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.