Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Hauppauge, NY
Every SEC-registered financial advisor at a firm office in Hauppauge who lists the Chartered Financial Consultant designation, A to Z.
14 ChFC holders work in Hauppauge; the most are at Osaic Wealth, Inc. (3). 14 are also registered broker representatives.
ChFC advisors in Hauppauge, A to Z
Every advisor in Hauppauge →- Stephen AbbottMML Investors Services, LLC · Chartered Financial Consultant
- Michael R. Cavaliere IIIMorgan Stanley · Chartered Financial Consultant
- John C. GleesonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher R. HibbardLPL Financial LLC · Chartered Financial Consultant
- Ronald L. HousleyEquity Services, Inc. · Chartered Financial Consultant
- David L. HullEquity Services, Inc. · Chartered Financial Consultant
- Brian G. JacobsAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Buddy M. LevyNestegg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jay H. MarksMML Investors Services, LLC · Chartered Financial Consultant
- Robert W. Martino Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kelly PowersCetera Investment Advisers LLC · Chartered Financial Consultant
- Christopher M. PrattLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher B. TrombettaOsaic Wealth, Inc. · Chartered Financial Consultant
- Mark L. VaimbergOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Hauppauge
Osaic Wealth, Inc. 3Ameriprise Financial Services, LLC 2Equity Services, Inc. 2LPL Financial LLC 2MML Investors Services, LLC 2Cetera Investment Advisers LLC 1Morgan Stanley 1Nestegg Advisors, Inc. 1
ChFC advisors in other New York cities
All of New York →New York 108Melville 48Rochester 48Brooklyn 15Pittsford 15Garden City 14Buffalo 13Williamsville 13Elmsford 12Syracuse 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 Hauppauge, NY?
14 SEC-registered investment adviser representatives at firm offices in Hauppauge, New York list the ChFC designation; Osaic Wealth, Inc. 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 Hauppauge?
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.