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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Westport, CT

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

16 CFA charterholders work in Westport; the most are at Ihs Herold Inc. (5). 1 are also registered broker representatives.

CFA advisors in Westport, A to Z

Every advisor in Westport →

Firms with the most CFA charterholders in Westport

Ihs Herold Inc. 5Quorus Inc. 2Bay Colony Advisors 1Coastal Bridge Advisors 1Corient 1Crito Capital Advisers LLC 1Focus Partners Wealth, LLC 1Highlight Advisors LLC 1Rmr Wealth Management 1Seneca Wealth Advisors, LLC 1Third View Private Wealth 1Vestgen Advisors, LLC 1

CFA advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFA financial advisors are in Westport, CT?

16 SEC-registered investment adviser representatives at firm offices in Westport, Connecticut list the CFA designation; Ihs Herold Inc. employs the most of them (5).

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 Westport?

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.