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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in West Hartford, CT

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

12 CFA charterholders work in West Hartford; the most are at Hfm Wealth Management (2). 2 are also registered broker representatives.

CFA advisors in West Hartford, A to Z

Every advisor in West Hartford →
  • Stephen T. ChildsClear Harbor Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brett D. EstersonFocus Partners Wealth, LLC · Chartered Financial Analyst
  • Ian T. GreenGateway Wealth Partners, LLC · Chartered Financial Analyst
  • Lazaro GuzmanEmpower Capital Management, LLC · Chartered Financial Analyst
  • Dennis P. HanniganYhb Investment Advisors Inc. · Chartered Financial Analyst
  • William T. HerlihyRmc Investment Advisors · Chartered Financial Analyst
  • Cy T. HessThe Patriot Financial Group, LLC · Chartered Financial Analyst
  • Christopher S. PierceHfm Wealth Management · Chartered Financial Analyst
  • James R. ReynoldsHfm Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Anne A. SpaceYhb Investment Advisors Inc. · Chartered Financial Analyst
  • Edward A. SteigerCommonwealth Financial Network · Chartered Financial Analyst
  • William Z. Suplee IVApella Wealth · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst

Firms with the most CFA charterholders in West Hartford

Hfm Wealth Management 2Yhb Investment Advisors Inc. 2Apella Wealth 1Cetera Investment Advisers LLC 1Clear Harbor Asset Management, LLC 1Commonwealth Financial Network 1Empower Capital Management, LLC 1Focus Partners Wealth, LLC 1Gateway Wealth Partners, LLC 1Rmc Investment Advisors 1The Patriot Financial Group, LLC 1

CFA advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFA financial advisors are in West Hartford, CT?

12 SEC-registered investment adviser representatives at firm offices in West Hartford, Connecticut list the CFA designation; Hfm Wealth Management 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 West Hartford?

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.