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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in New York

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

7 registered advisors work at Creative Planning in New York, out of 1,038 nationwide; it's the firm's number 19 state by advisors, and the most are in New York (2). 5 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors by city in New York

Every firm in New York →

New York 2Brooklyn 1Glen Cove 1Oceanside 1Rochester 1Waterford 1

Creative Planning advisors in New York, A to Z

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

Creative Planning in other states

Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Washington 11Maryland 10Michigan 8North Carolina 8South Carolina 7Indiana 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3

Questions

How many Creative Planning financial advisors are in New York?

7 investment adviser representatives are registered at Creative Planning offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Creative Planning have the most advisors?

New York, with 2, then Brooklyn (1). Creative Planning has advisors in 6 cities in New York.

How do I check a Creative Planning 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 Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.