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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Washington, DC

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

The short answer

25 CFA charterholders work in Washington; the most are at F/M Investments LLC (4). 11 are also registered broker representatives.

CFA advisors in Washington, A to Z

Every advisor in Washington →

Firms with the most CFA charterholders in Washington

F/M Investments LLC 4Morgan Stanley 3Truist Advisory Services, Inc. 3Citigroup Global Markets Inc. 2J.P. Morgan Securities LLC 2UBS Financial Services Inc. 2Blu Capital 1Cetera Investment Advisers LLC 1Cibc Private Wealth Advisors, Inc. 1Evermay Wealth Management, LLC 1Focus Partners Wealth, LLC 1Lynx Investment Advisory, LLC 1Missionsquare Retirement 1Raffa Investment Advisers 1Select Investment Solutions, LLC 1

Questions

How many CFA financial advisors are in Washington, DC?

25 SEC-registered investment adviser representatives at firm offices in Washington, District of Columbia list the CFA designation; F/M Investments LLC 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 Washington?

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.