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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Greenville, DE

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

5 CFA charterholders work in Greenville; the most are at Bryn Mawr Trust Advisors, LLC (1). 2 are also registered broker representatives.

CFA advisors in Greenville, A to Z

Every advisor in Greenville →

Firms with the most CFA charterholders in Greenville

Bryn Mawr Trust Advisors, LLC 1Creative Planning 1Morgan Stanley 1Spearhead Administrative Services, LLC 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Delaware cities

All of Delaware →

Wilmington 13Newark 3

Questions

How many CFA financial advisors are in Greenville, DE?

5 SEC-registered investment adviser representatives at firm offices in Greenville, Delaware list the CFA designation; Bryn Mawr Trust Advisors, 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 Greenville?

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.