Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Palo Alto, CA
Every SEC-registered financial advisor at a firm office in Palo Alto who lists the Chartered Financial Analyst designation, A to Z.
19 CFA charterholders work in Palo Alto; the most are at J.P. Morgan Securities LLC (5). 8 are also registered broker representatives.
CFA advisors in Palo Alto, A to Z
Every advisor in Palo Alto →- Brett W. BerryJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Joseph K. BragdonKestra Advisory Services, LLC · Chartered Financial Analyst
- Mark B. BransonCerity Partners LLC · Chartered Financial Analyst
- Kai ChenOceaniq Capital, LLC · Chartered Financial Analyst
- Anthony D. CraunSand Hill Global Advisors, LLC · Chartered Financial Analyst
- Anthony CustodioJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Brian E. DombkowskiSand Hill Global Advisors, LLC · Chartered Financial Analyst
- Todd DuncanJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Mason W. FordCerity Partners Retirement Plan Consultants · Chartered Financial Analyst
- Warren G. JacksonKukui Tree Capital Management LLC · Chartered Financial Analyst
- Dennis A. KarleMorgan Stanley · Chartered Financial Analyst
- Kevin K. LeeSeal Cove Capital LLC · Chartered Financial Analyst
- Wing Yin T. LeeJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Cullen J. RoseStoic Point Capital Management LLC · Chartered Financial Analyst
- Patrick J. SullivanFrank, Rimerman Advisors LLC · Chartered Financial Analyst
- Phaby UtomoJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel VegaWealthfront Advisers LLC · Chartered Financial Analyst
- Brenda A. VingielloSand Hill Global Advisors, LLC · Chartered Financial Analyst
- Helen Y. ZhaEnvisionx Capital, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Palo Alto
J.P. Morgan Securities LLC 5Sand Hill Global Advisors, LLC 3Cerity Partners LLC 1Cerity Partners Retirement Plan Consultants 1Envisionx Capital, LLC 1Frank, Rimerman Advisors LLC 1Kestra Advisory Services, LLC 1Kukui Tree Capital Management LLC 1Morgan Stanley 1Oceaniq Capital, LLC 1Seal Cove Capital LLC 1Stoic Point Capital Management LLC 1Wealthfront Advisers 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 20Menlo Park 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 Palo Alto, CA?
19 SEC-registered investment adviser representatives at firm offices in Palo Alto, California list the CFA designation; J.P. Morgan Securities LLC employs the most of them (5).
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 Palo Alto?
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.