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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Saratoga Springs, NY

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

The short answer

5 ChFC holders work in Saratoga Springs; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.

ChFC advisors in Saratoga Springs, A to Z

Every advisor in Saratoga Springs →
  • Randolph J. AltavillaCommonwealth Financial Network · Chartered Financial Consultant
  • Barry J. BrunoEagle Strategies LLC · Chartered Financial Consultant
  • James T. CoxPeak Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Dione L. RamsdillState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel S. WagnerState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Saratoga Springs

State Farm Investment Management Corp. 2Commonwealth Financial Network 1Eagle Strategies LLC 1Peak Wealth Management 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 10Purchase 8White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Tarrytown 5Uniondale 5

Questions

How many ChFC financial advisors are in Saratoga Springs, NY?

5 SEC-registered investment adviser representatives at firm offices in Saratoga Springs, New York list the ChFC designation; State Farm Investment Management Corp. 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 Saratoga Springs?

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.