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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Madison, CT

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

3 CFA charterholders work in Madison; the most are at Fidelity Institutional Wealth Adviser LLC (1). 1 are also registered broker representatives.

CFA advisors in Madison, A to Z

Every advisor in Madison →

Firms with the most CFA charterholders in Madison

Fidelity Institutional Wealth Adviser LLC 1Principle Wealth 1Sursum Financial LLC 1

CFA advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFA financial advisors are in Madison, CT?

3 SEC-registered investment adviser representatives at firm offices in Madison, Connecticut list the CFA designation; Fidelity Institutional Wealth Adviser LLC employs the most of them (1).

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 Madison?

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.