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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Foster City, CA

Every SEC-registered financial advisor at a firm office in Foster City who lists the Chartered Financial Analyst designation, A to Z.

32 CFA charterholders work in Foster City; the most are at Bailard, Inc. (13). 0 are also registered broker representatives.

CFA advisors in Foster City, A to Z

Every advisor in Foster City →

Firms with the most CFA charterholders in Foster City

Bailard, Inc. 13Ieq Capital, LLC 12Neumann Capital Management 2Summitry, LLC 2Gamma Investing LLC 1Knuff & Company LLC 1Nipun Capital, L.P. 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in Foster City, CA?

32 SEC-registered investment adviser representatives at firm offices in Foster City, California list the CFA designation; Bailard, Inc. employs the most of them (13).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Foster City?

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 CFA 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 CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.