Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Boca Raton, FL
Every SEC-registered financial advisor at a firm office in Boca Raton who lists the Chartered Financial Analyst designation, A to Z.
22 CFA charterholders work in Boca Raton; the most are at Opal Capital LLC (3). 5 are also registered broker representatives.
CFA advisors in Boca Raton, A to Z
Every advisor in Boca Raton →- Nancy L. AberAber Investments · Chartered Financial Analyst
- Anthony CinelliBlackrock Investment Management, LLC · Chartered Financial Analyst
- Nicholas D. DarzentasFortis Capital Advisors, LLC · Chartered Financial Analyst
- Gary L. DennisComprehensive Wealth Solutions, LLC · Personal Financial Specialist, Chartered Financial Analyst
- Jacques R. ElmalehFocus Partners Wealth, LLC · Chartered Financial Analyst
- Michael S. ElzahrFocus Partners Wealth, LLC · Chartered Financial Analyst
- Adam D. FalconPrinceton Asset Management, LLC · Chartered Financial Analyst
- Bennett GordonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Austin M. GraffOpal Capital LLC · Chartered Financial Analyst
- Robin HannounMorgan Stanley · Chartered Financial Analyst
- Lauren M. HarmonOpal Capital LLC · Chartered Financial Analyst
- Robert W. HarriganPerigon Wealth Management, LLC · Chartered Financial Analyst
- Laleeta HillNoesis Capital Management Corp. · Chartered Financial Analyst
- Evan G. McLeodSinger Wealth Advisors LLC · Chartered Financial Analyst
- John Paul Z. McManusSnowden Capital Advisors LLC · Chartered Financial Analyst
- Vincent C. MontantiLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Joseph OrsiniOppenheimer & Co. Inc. · Chartered Financial Analyst
- Hugh T. Riley IIIF&V Capital Management, L.L.C. · Chartered Financial Analyst
- Anthony RosettiCerity Partners Retirement Plan Consultants · Chartered Financial Analyst
- John M. SessaFinancial Trust Asset Management Chartered · Chartered Financial Analyst
- Manav J. ShahOpal Capital LLC · Chartered Financial Analyst
- Sandeep SharmaSyntax Research, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Boca Raton
Opal Capital LLC 3Focus Partners Wealth, LLC 2Aber Investments 1Blackrock Investment Management, LLC 1Cerity Partners LLC 1Cerity Partners Retirement Plan Consultants 1Comprehensive Wealth Solutions, LLC 1F&V Capital Management, L.L.C. 1Financial Trust Asset Management Chartered 1Fortis Capital Advisors, LLC 1LPL Financial LLC 1Morgan Stanley 1Noesis Capital Management Corp. 1Oppenheimer & Co. Inc. 1Perigon Wealth Management, LLC 1
CFA advisors in other Florida cities
All of Florida →Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4
Questions
How many CFA financial advisors are in Boca Raton, FL?
22 SEC-registered investment adviser representatives at firm offices in Boca Raton, Florida list the CFA designation; Opal Capital LLC employs the most of them (3).
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 Boca Raton?
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.