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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in New Canaan, CT

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

9 CFA charterholders work in New Canaan; the most are at Gilman Hill Asset Management, LLC (2). 2 are also registered broker representatives.

CFA advisors in New Canaan, A to Z

Every advisor in New Canaan →

Firms with the most CFA charterholders in New Canaan

Gilman Hill Asset Management, LLC 2Capital Client Group, Inc. 1Compo Advisors, LLC 1Growe Capital Advisors, LLC 1Hsbc Securities (USA) Inc. 1Htg Investment Advisors Inc. 1McClain Value Management, LLC 1Savrin 1

CFA advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFA financial advisors are in New Canaan, CT?

9 SEC-registered investment adviser representatives at firm offices in New Canaan, Connecticut list the CFA designation; Gilman Hill Asset Management, LLC 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 New Canaan?

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.