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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Eric Brodwin (CRD# 4595310) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 21 years of experience in the finance industry.
Barry Bruno (CRD# 2220517) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 32 years of experience in the finance industry.
Raymond Bryan (CRD# 6034186) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Jeffrey Campito (CRD# 5739812) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 14 years of experience in the finance industry. Jeffrey Campito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Canale (CRD# 1420779) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 37 years of experience in the finance industry. William Canale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Carleton (CRD# 4669661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry.
John Carroll (CRD# 1196969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
Laura Carroll (CRD# 5427993) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Manuel Choy (CRD# 4464917) is an Investment Advisor Representative working at Wpm Wealth Advisors LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry. Manuel Choy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.