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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in New York

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in New York, by city and A to Z.

5 registered advisors work at Cetera Planning Partners in New York, out of 283 nationwide; it's the firm's number 17 state by advisors, and the most are in Fulton (2). 1 list the CFP designation and 4 are also registered broker representatives.

Cetera Planning Partners advisors by city in New York

Every firm in New York →

Fulton 2Staten Island 2Binghamton 1

Cetera Planning Partners advisors in New York, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 43Kansas 32Louisiana 28California 19Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Illinois 6Florida 5Hawaii 5Kentucky 5Colorado 4Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3

Questions

How many Cetera Planning Partners financial advisors are in New York?

5 investment adviser representatives are registered at Cetera Planning Partners offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Where in New York does Cetera Planning Partners have the most advisors?

Fulton, with 2, then Staten Island (2). Cetera Planning Partners has advisors in 3 cities in New York.

How do I check a Cetera Planning Partners advisor in New York?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.