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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Darien, CT

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

11 CFA charterholders work in Darien; the most are at Crestwood Advisors (2). 3 are also registered broker representatives.

CFA advisors in Darien, A to Z

Every advisor in Darien →

Firms with the most CFA charterholders in Darien

Crestwood Advisors 2Bourgeon Capital Management LLC 1Goldman Sachs Wealth Services, L.P. 1Osaic Wealth, Inc. 1Proyash Capital Management 1Renmac Advisory, LLC 1Soaring Capital Management, LLC 1Spree Capital Advisers 1Sprott Asset Management USA Inc. 1Wavelet Capital 1

CFA advisors in other Connecticut cities

All of Connecticut →

Stamford 33Greenwich 29Glastonbury 19Westport 16West Hartford 12Hartford 9New Canaan 9Fairfield 7New Haven 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3

Questions

How many CFA financial advisors are in Darien, CT?

11 SEC-registered investment adviser representatives at firm offices in Darien, Connecticut list the CFA designation; Crestwood Advisors employs the most of them (2).

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 Darien?

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.