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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Rooted Planning Group financial advisors in New York

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

The short answer

3 registered advisors work at Rooted Planning Group in New York, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Corning (3). 3 list the CFP designation and 0 are also registered broker representatives.

Rooted Planning Group advisors by city in New York

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Corning 3

Rooted Planning Group advisors in New York, A to Z

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Questions

How many Rooted Planning Group financial advisors are in New York?

3 investment adviser representatives are registered at Rooted Planning Group offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Rooted Planning Group have the most advisors?

Corning, with 3. Rooted Planning Group has advisors in 1 city in New York.

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