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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Stamford, CT

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

33 CFA charterholders work in Stamford; the most are at O'Shaughnessy Asset Management, LLC (10). 9 are also registered broker representatives.

CFA advisors in Stamford, A to Z

Every advisor in Stamford →

Firms with the most CFA charterholders in Stamford

O'Shaughnessy Asset Management, LLC 10Amg Funds LLC 2Carnegie Investment Counsel 2Clinton Investment Management, LLC 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2New Edge Wealth 2Charles Schwab & Co., Inc. 1Entrewealth 1Equitable Advisors, LLC 1Gc Wealth Management Ria, LLC 1Growthline Capital Management LLC 1Prospect Advisors, LLC 1Scholtz & Company, LLC 1Steward Partners Investment Advisory, LLC 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFA financial advisors are in Stamford, CT?

33 SEC-registered investment adviser representatives at firm offices in Stamford, Connecticut list the CFA designation; O'Shaughnessy Asset Management, LLC employs the most of them (10).

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 Stamford?

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.