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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hartford, CT

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

9 CFA charterholders work in Hartford; the most are at Bradley Foster & Sargent Inc. (4). 5 are also registered broker representatives.

CFA advisors in Hartford, A to Z

Every advisor in Hartford →
  • Rosa Y. ChenBradley Foster & Sargent Inc. · Chartered Financial Analyst
  • Galan G. DaukasBradley Foster & Sargent Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Kevin KloskiVirtus Investment Advisers, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Michele L. MatzingerBradley Foster & Sargent Inc. · Chartered Financial Analyst
  • Jacob S. McCabeVirtus Investment Advisers, LLC · Chartered Financial Analyst
  • Andrew F. McGradeTd Private Client Wealth LLC · Chartered Financial Analyst
  • James P. NaldiVirtus Investment Advisers, LLC · Chartered Financial Analyst
  • Thomas D. SargentBradley Foster & Sargent Inc. · Chartered Financial Analyst
  • Michael G. SebestaVirtus Fixed Income Advisers, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Hartford

Bradley Foster & Sargent Inc. 4Virtus Investment Advisers, LLC 3Td Private Client Wealth LLC 1Virtus Fixed Income Advisers, LLC 1

CFA advisors in other Connecticut cities

All of Connecticut →

Stamford 33Greenwich 29Glastonbury 19Westport 16West Hartford 12Darien 11New Canaan 9Fairfield 7New Haven 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3

Questions

How many CFA financial advisors are in Hartford, CT?

9 SEC-registered investment adviser representatives at firm offices in Hartford, Connecticut list the CFA designation; Bradley Foster & Sargent Inc. 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 Hartford?

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.