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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Schenectady, NY

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

The short answer

3 ChFC holders work in Schenectady; the most are at LPL Financial LLC (1). 3 are also registered broker representatives.

ChFC advisors in Schenectady, A to Z

Every advisor in Schenectady →
  • Steven R. BeckerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven HerweyerLPL Financial LLC · Chartered Financial Consultant
  • William A. MackPlanmember Securities Corporation · Chartered Financial Consultant

Firms with the most ChFC holders in Schenectady

LPL Financial LLC 1Planmember Securities Corporation 1State Farm Investment Management Corp. 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 5Saratoga Springs 5Tarrytown 5

Questions

How many ChFC financial advisors are in Schenectady, NY?

3 SEC-registered investment adviser representatives at firm offices in Schenectady, New York list the ChFC designation; LPL Financial LLC employs the most of them (1).

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 Schenectady?

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.