Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination Priorities

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Latham, NY

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

11 ChFC holders work in Latham; the most are at LPL Financial LLC (3). 11 are also registered broker representatives.

ChFC advisors in Latham, A to Z

Every advisor in Latham →
  • Gerard J. ColistraLPL Financial LLC · Chartered Financial Consultant
  • Sharon T. DilorenzoMML Investors Services, LLC · Chartered Financial Consultant
  • David L. FenelonGallagher Fiduciary Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John A. ForteEagle Strategies LLC · Chartered Financial Consultant
  • Laurie S. HassoLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark J. HulbertEquitable Advisors, LLC · Chartered Financial Consultant
  • Ryan P. KeltonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Aidan A. KleinRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Anthony R. RussoMorgan Stanley · Chartered Financial Consultant
  • Daria M. SchumacherLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph TecklenburgLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Latham

LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 2Eagle Strategies LLC 1Equitable Advisors, LLC 1Gallagher Fiduciary Advisors, LLC 1LPL Enterprise, LLC 1MML Investors Services, LLC 1Morgan Stanley 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 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 Latham, NY?

11 SEC-registered investment adviser representatives at firm offices in Latham, 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 Latham?

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.