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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Staten Island, NY

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

The short answer

3 ChFC holders work in Staten Island; the most are at Ameriprise Financial Services, LLC (1). 3 are also registered broker representatives.

ChFC advisors in Staten Island, A to Z

Every advisor in Staten Island →
  • Krista A. DuganCetera Investment Advisers LLC · Chartered Financial Consultant
  • Richard HabibWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John RossAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Staten Island

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1World Investment Advisors, 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 10Purchase 8White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5

Questions

How many ChFC financial advisors are in Staten Island, NY?

3 SEC-registered investment adviser representatives at firm offices in Staten Island, New York list the ChFC designation; Ameriprise Financial Services, 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 Staten Island?

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.