Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Purchase, NY
Every SEC-registered financial advisor at a firm office in Purchase who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Purchase; the most are at Hightower Advisors, LLC (2). 6 are also registered broker representatives.
ChFC advisors in Purchase, A to Z
Every advisor in Purchase →- Mahmoud ArjomandMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James J. DowlingHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul KatzLPL Financial LLC · Chartered Financial Consultant
- Will B. LeeMorgan Stanley · Chartered Financial Consultant
- Laura A. MedigovichJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey B. PerlmutterHightower Advisors, LLC · Chartered Financial Consultant
- Jeffry M. RosenLPL Financial LLC · Chartered Financial Consultant
- Charles TramantanoWells Fargo Clearing Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Purchase
Hightower Advisors, LLC 2LPL Financial LLC 2Janney Montgomery Scott LLC 1MML Investors Services, LLC 1Morgan Stanley 1Wells Fargo Clearing Services, 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 11Albany 10Victor 10White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5Uniondale 5
Questions
How many ChFC financial advisors are in Purchase, NY?
8 SEC-registered investment adviser representatives at firm offices in Purchase, New York list the ChFC designation; Hightower Advisors, LLC employs the most of them (2).
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 Purchase?
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.