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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Wilmington, DE

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

13 CFA charterholders work in Wilmington; the most are at Windmark Investment Partners, Inc. (4). 1 are also registered broker representatives.

CFA advisors in Wilmington, A to Z

Every advisor in Wilmington →

Firms with the most CFA charterholders in Wilmington

Windmark Investment Partners, Inc. 4Ashford Capital Management Inc. 1Benchmark Financial, LLC 1Diversified, LLC 1Mariner 1Marvin & Palmer Associates 1Regal Investment Advisors LLC 1Riversedge Advisors 1Wealthcare Advisory Partners LLC 1Westover Capital Advisors, LLC 1

CFA advisors in other Delaware cities

All of Delaware →

Greenville 5Newark 3

Questions

How many CFA financial advisors are in Wilmington, DE?

13 SEC-registered investment adviser representatives at firm offices in Wilmington, Delaware list the CFA designation; Windmark Investment Partners, Inc. employs the most of them (4).

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 Wilmington?

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.