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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Greenwich, CT

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

29 CFA charterholders work in Greenwich; the most are at Northcoast Asset Management LLC (4). 9 are also registered broker representatives.

CFA advisors in Greenwich, A to Z

Every advisor in Greenwich →

Firms with the most CFA charterholders in Greenwich

Northcoast Asset Management LLC 4Avity Investment Management Inc. 2Captrust 2Greenwich Wealth Management, LLC 2J.P. Morgan Securities LLC 2Brooklands Partners, LLC 1Capital Client Group, Inc. 1Citigroup Global Markets Inc. 1Edgewood Management LLC 1Fidelis Capital 1First Manhattan Co. LLC 1Gamco Asset Management Inc. 1Greenwich Advisors, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1P-Squared Capital Management 1

CFA advisors in other Connecticut cities

All of Connecticut →

Stamford 33Glastonbury 19Westport 16West Hartford 12Darien 11Hartford 9New Canaan 9Fairfield 7New Haven 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3

Questions

How many CFA financial advisors are in Greenwich, CT?

29 SEC-registered investment adviser representatives at firm offices in Greenwich, Connecticut list the CFA designation; Northcoast Asset Management LLC 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 Greenwich?

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.