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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Shelton, CT

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

4 CFA charterholders work in Shelton; the most are at Belpointe Asset Management LLC (1). 0 are also registered broker representatives.

CFA advisors in Shelton, A to Z

Every advisor in Shelton →

Firms with the most CFA charterholders in Shelton

Belpointe Asset Management LLC 1Netherby Advisors LLC 1Procyon 1Wright Investors Service Inc. 1Wright Private Asset Management 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 5Madison 3Windsor 3

Questions

How many CFA financial advisors are in Shelton, CT?

4 SEC-registered investment adviser representatives at firm offices in Shelton, Connecticut list the CFA designation; Belpointe Asset Management 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 Shelton?

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.