Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in White Plains, NY
Every SEC-registered financial advisor at a firm office in White Plains who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in White Plains; the most are at Eagle Strategies LLC (5). 8 are also registered broker representatives.
ChFC advisors in White Plains, A to Z
Every advisor in White Plains →- Ali AghaEagle Strategies LLC · Chartered Financial Consultant
- Omero C. Catan IVEagle Strategies LLC · Chartered Financial Consultant
- Songqun FlorenceEagle Strategies LLC · Chartered Financial Consultant
- David A. GlaserEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Rohit K. MadanEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael P. MazzilliAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mitchell W. OstroveAmeritas Advisory Services, LLC · Chartered Financial Consultant
- James A. ThompsonTrivium Point Advisory, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in White Plains
Eagle Strategies LLC 5Ameriprise Financial Services, LLC 1Ameritas Advisory Services, LLC 1Trivium Point Advisory, 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 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5Uniondale 5
Questions
How many ChFC financial advisors are in White Plains, NY?
8 SEC-registered investment adviser representatives at firm offices in White Plains, New York list the ChFC designation; Eagle Strategies LLC employs the most of them (5).
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 White Plains?
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.