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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Windsor, CT

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

The short answer

5 CFA charterholders work in Windsor; the most are at Wealthspire Institutional, LLC (5). 0 are also registered broker representatives.

CFA advisors in Windsor, A to Z

Every advisor in Windsor →

Firms with the most CFA charterholders in Windsor

Wealthspire Institutional, LLC 5

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 5Shelton 4Madison 3

Questions

How many CFA financial advisors are in Windsor, CT?

5 SEC-registered investment adviser representatives at firm offices in Windsor, Connecticut list the CFA designation; Wealthspire Institutional, LLC 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 Windsor?

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.