Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Fairfield, CT
Every SEC-registered financial advisor at a firm office in Fairfield who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in Fairfield; the most are at Moneco Advisors (2). 3 are also registered broker representatives.
CFA advisors in Fairfield, A to Z
Every advisor in Fairfield →- John R. AyersNeuberger Berman Bd LLC · Chartered Financial Analyst
- Jack M. ForehandValidea Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Derek GuglielmiAdvanced Capital Advisors, LLC · Chartered Financial Analyst
- David J. KarachukMoneco Advisors · Certified Financial Planner, Chartered Financial Analyst
- Kathryn H. MimmsNorthwestern Mutual Investment Services, LLC · Chartered Financial Analyst
- Brian K. PotokCetera Investment Advisers LLC · Chartered Financial Analyst
- Joseph A. TatuskoMoneco Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Fairfield
Moneco Advisors 2Advanced Capital Advisors, LLC 1Cetera Investment Advisers LLC 1Neuberger Berman Bd LLC 1Northwestern Mutual Investment Services, LLC 1Validea Capital Management LLC 1
CFA advisors in other Connecticut cities
All of Connecticut →Stamford 33Greenwich 29Glastonbury 19Westport 16West Hartford 12Darien 11Hartford 9New Canaan 9New Haven 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3
Questions
How many CFA financial advisors are in Fairfield, CT?
7 SEC-registered investment adviser representatives at firm offices in Fairfield, Connecticut list the CFA designation; Moneco 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 Fairfield?
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.