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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Delray Beach, FL

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

7 CFA charterholders work in Delray Beach; the most are at Financial Trust Asset Management Chartered (1). 1 are also registered broker representatives.

CFA advisors in Delray Beach, A to Z

Every advisor in Delray Beach →
  • Paul G. BabijSundial Wealth LLC · Chartered Financial Analyst
  • Richard M. BassOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Pablo CavanaghKeating Investment Counselors Inc. · Chartered Financial Analyst
  • Arno O. MayerFinancial Trust Asset Management Chartered · Certified Financial Planner, Chartered Financial Analyst
  • Kerstin E. RamstromIntegrated Advisors Network LLC · Certified Financial Planner, Chartered Financial Analyst
  • Marc L. RussellMariner · Chartered Financial Analyst
  • Bradford S. SmithFmsa · Chartered Financial Analyst

Firms with the most CFA charterholders in Delray Beach

Financial Trust Asset Management Chartered 1Fmsa 1Integrated Advisors Network LLC 1Keating Investment Counselors Inc. 1Lvr Research, LLC 1Mariner 1Osaic Wealth, Inc. 1Sundial Wealth 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 10Clearwater 9Fort Lauderdale 8Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Delray Beach, FL?

7 SEC-registered investment adviser representatives at firm offices in Delray Beach, Florida list the CFA designation; Financial Trust Asset Management Chartered employs the most of them (1).

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 Delray Beach?

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.