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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Boulder, CO

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

The short answer

19 CFA charterholders work in Boulder; the most are at Pathstone (4). 2 are also registered broker representatives.

CFA advisors in Boulder, A to Z

Every advisor in Boulder →

Firms with the most CFA charterholders in Boulder

Pathstone 4Kilterhowling LLC 3Black Swift Group, LLC 2Lido 2Castle Pines Investment Management LLC 1Cornerstone Investment Advisors, LLC 1Epic Investment Management 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Mission Wealth Management, LP 1Open Space Capital LLC 1Poehls Associates LLC 1Raymond James Financial Services Advisors, Inc. 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Boulder, CO?

19 SEC-registered investment adviser representatives at firm offices in Boulder, Colorado list the CFA designation; Pathstone 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 Boulder?

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.