Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in New Haven, CT
Every SEC-registered financial advisor at a firm office in New Haven who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in New Haven; the most are at Knights Of Columbus Asset Advisors LLC (3). 1 are also registered broker representatives.
CFA advisors in New Haven, A to Z
Every advisor in New Haven →- Bernadette T. HuangEquita Financial Network, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Elizabeth M. JonesBlakely Harbor Advisors, LLC · Chartered Financial Analyst
- Richard LeeKnights Of Columbus Asset Advisors LLC · Chartered Financial Analyst
- Gilles A. Marchand Jr.Knights Of Columbus Asset Advisors LLC · Chartered Financial Analyst
- Joshua PatonKnights Of Columbus Asset Advisors LLC · Chartered Financial Analyst
- Dwayne M. TyrilKreitler Financial LLC · Chartered Financial Analyst
- David J. Van OsdolSmarter Way Wealth · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in New Haven
Knights Of Columbus Asset Advisors LLC 3Blakely Harbor Advisors, LLC 1Equita Financial Network, Inc. 1Kreitler Financial LLC 1Smarter Way Wealth 1
CFA advisors in other Connecticut cities
All of Connecticut →Stamford 33Greenwich 29Glastonbury 19Westport 16West Hartford 12Darien 11Hartford 9New Canaan 9Fairfield 7Farmington 5Guilford 5Ridgefield 5Shelton 4Madison 3Windsor 3
Questions
How many CFA financial advisors are in New Haven, CT?
7 SEC-registered investment adviser representatives at firm offices in New Haven, Connecticut list the CFA designation; Knights Of Columbus Asset Advisors LLC employs the most of them (3).
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 Haven?
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.