Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Newark, DE
Every SEC-registered financial advisor at a firm office in Newark who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Newark; the most are at Allspring Funds Management, LLC (1). 1 are also registered broker representatives.
CFA advisors in Newark, A to Z
Every advisor in Newark →- Jeffrey T. Kaczmarczyk IITristate Wealth Advisors · Chartered Financial Analyst
- Sean M. LairdAllspring Funds Management, LLC · Chartered Financial Analyst
- Scott R. SnyderN1 Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Newark
Allspring Funds Management, LLC 1N1 Advisors 1Tristate Wealth Advisors 1
CFA advisors in other Delaware cities
All of Delaware →Questions
How many CFA financial advisors are in Newark, DE?
3 SEC-registered investment adviser representatives at firm offices in Newark, Delaware list the CFA designation; Allspring Funds Management, 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 Newark?
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.