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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Glastonbury, CT

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

19 CFA charterholders work in Glastonbury; the most are at USI Advisors (4). 9 are also registered broker representatives.

CFA advisors in Glastonbury, A to Z

Every advisor in Glastonbury →

Firms with the most CFA charterholders in Glastonbury

USI Advisors 4Commonwealth Financial Network 3Rossmore Private Capital, LLC 2Anthem Asset Management 1Chieco Capital Management, LLC 1Equity Services, Inc. 1Gateway Wealth Partners, LLC 1Greensledge Asset Management LLC 1Investmark Advisory Group LLC 1Oppenheimer & Co. Inc. 1Osaic Wealth, Inc. 1Procyon 1Symmetry Partners 1Virtus Investment Advisers, LLC 1

CFA advisors in other Connecticut cities

All of Connecticut →

Stamford 33Greenwich 29Westport 16West Hartford 12Darien 11Hartford 9New Canaan 9Fairfield 7New Haven 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3

Questions

How many CFA financial advisors are in Glastonbury, CT?

19 SEC-registered investment adviser representatives at firm offices in Glastonbury, Connecticut list the CFA designation; USI Advisors 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 Glastonbury?

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.