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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Clearwater, FL

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

9 CFA charterholders work in Clearwater; the most are at Provise Management Group, LLC (2). 2 are also registered broker representatives.

CFA advisors in Clearwater, A to Z

Every advisor in Clearwater →
  • Harley P. Evans IIISuccessful Portfolios LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brian GlasNoble Family Wealth · Chartered Financial Analyst
  • Zachary T. LashNightview Capital, LLC · Chartered Financial Analyst
  • Daniel R. MannixProvise Management Group, LLC · Chartered Financial Analyst
  • Kevin B. McCulleyIndivisible Partners · Certified Financial Planner, Chartered Financial Analyst
  • Joseph R. McFaddenProvise Management Group, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Greg M. NewmanThree Oaks Partners Investment Counsel LLC · Chartered Financial Analyst
  • John H. OrrModern Wealth Management, LLC · Chartered Financial Analyst
  • William VaheyCsenge Advisory Group, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Clearwater

Provise Management Group, LLC 2Csenge Advisory Group, LLC 1Flaharty Asset Management, LLC 1Indivisible Partners 1Modern Wealth Management, LLC 1Nightview Capital, LLC 1Noble Family Wealth 1Successful Portfolios LLC 1Three Oaks Partners Investment Counsel LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Clearwater, FL?

9 SEC-registered investment adviser representatives at firm offices in Clearwater, Florida list the CFA designation; Provise Management Group, LLC employs the most of them (2).

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 Clearwater?

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.