Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Menlo Park, CA
Every SEC-registered financial advisor at a firm office in Menlo Park who lists the Chartered Financial Analyst designation, A to Z.
19 CFA charterholders work in Menlo Park; the most are at Focus Partners Wealth, LLC (4). 4 are also registered broker representatives.
CFA advisors in Menlo Park, A to Z
Every advisor in Menlo Park →- Isabelle De Andrade AraujoFocus Partners Wealth, LLC · Chartered Financial Analyst
- Fabian GarcesFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel C. GoldieFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- James M. HeringFocus Partners Wealth, LLC · Chartered Financial Analyst
- Chris HuMorgan Stanley · Chartered Financial Analyst
- Igor B. LotsvinSage Rhino Capital LLC · Chartered Financial Analyst
- Trevor T. McDonoughMorgan Stanley · Chartered Financial Analyst
- Brooks P. NelsonNelson Capital Management, LLC · Chartered Financial Analyst
- Louis L. Odette IVEp Wealth Advisors · Chartered Financial Analyst
- Michael J. PrittsCorient · Certified Financial Planner, Chartered Financial Analyst
- Brian P. RobertsRoberts Wealth Advisors, LLC · Chartered Financial Analyst
- Anand A. Samuel8 Gate Advisors LLC · Chartered Financial Analyst
- Kent R. SeymourMenlo Advisors LLC · Chartered Financial Analyst
- Darcy N. SmootNelson Capital Management, LLC · Chartered Financial Analyst
- Ryan W. WalshRoberts Wealth Advisors, LLC · Chartered Financial Analyst
- Michael G. WangMorgan Stanley · Chartered Financial Analyst
- Mitchell WeitzCitizens Securities, Inc. · Chartered Financial Analyst
- Paul K. YauCompass Technology Group, Inc. · Chartered Financial Analyst
- Danning ZhaoCorient · Chartered Financial Analyst
Firms with the most CFA charterholders in Menlo Park
Focus Partners Wealth, LLC 4Morgan Stanley 3Corient 2Nelson Capital Management, LLC 2Roberts Wealth Advisors, LLC 28 Gate Advisors LLC 1Citizens Securities, Inc. 1Compass Technology Group, Inc. 1Ep Wealth Advisors 1Menlo Advisors LLC 1Sage Rhino Capital LLC 1
CFA advisors in other California cities
All of California →San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Palo 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 Menlo Park, CA?
19 SEC-registered investment adviser representatives at firm offices in Menlo Park, California list the CFA designation; Focus Partners Wealth, LLC employs the most of them (4).
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 Menlo Park?
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.