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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Coral Gables, FL

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

20 CFA charterholders work in Coral Gables; the most are at Bradesco Global Advisors (4). 10 are also registered broker representatives.

CFA advisors in Coral Gables, A to Z

Every advisor in Coral Gables →

Firms with the most CFA charterholders in Coral Gables

Bradesco Global Advisors 4Ceeto Capital Group, LLC 2Focus Partners Wealth, LLC 2Mas Advisors LLC 2Morgan Stanley 2Aston Capital Management 1Bradley & Company Private Wealth Management, LLC 1Clarivor 1Evensky & Katz/Foldes Wealth Management 1Insigneo Advisory Services, LLC 1Maximai Investment Partners, LLC 1Snowden Capital Advisors LLC 1UBS Financial Services Inc. 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Orlando 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 Coral Gables, FL?

20 SEC-registered investment adviser representatives at firm offices in Coral Gables, Florida list the CFA designation; Bradesco Global Advisors 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 Coral Gables?

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.