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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Melbourne, FL

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

The short answer

5 CFA charterholders work in Melbourne; the most are at Flavin Financial Services, Inc. (1). 0 are also registered broker representatives.

CFA advisors in Melbourne, A to Z

Every advisor in Melbourne →
  • Paige L. CarlsonRossby Financial, LLC · Chartered Financial Analyst
  • Eric J. LuttonProverbi Capital Advisors, LLC · Chartered Financial Analyst
  • Timothy SalladeWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Luis V. SanchezLvs Advisory LLC · Chartered Financial Analyst
  • Matthew A. TreskovichFlavin Financial Services, Inc. · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst

Firms with the most CFA charterholders in Melbourne

Flavin Financial Services, Inc. 1Lvs Advisory LLC 1Proverbi Capital Advisors, LLC 1Rossby Financial, LLC 1Wealth Enhancement Advisory Services, LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 115Tampa 69Naples 46Sarasota 44Palm Beach Gardens 40West Palm Beach 26Boca Raton 25St. Petersburg 25Coral Gables 23Orlando 23Jacksonville 17Jupiter 17Winter Park 16Lake Mary 12Ponte Vedra Beach 11Clearwater 10Fort Lauderdale 8Vero Beach 8Bradenton 7Delray Beach 7Jacksonville Beach 7Palm Beach 7Miami Beach 6St Petersburg 6

Questions

How many CFA financial advisors are in Melbourne, FL?

5 SEC-registered investment adviser representatives at firm offices in Melbourne, Florida list the CFA designation; Flavin Financial Services, Inc. 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 Melbourne?

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.