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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Miami, FL

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

105 CFA charterholders work in Miami; the most are at Citigroup Global Markets Inc. (6). 56 are also registered broker representatives.

CFA advisors in Miami, A to Z

Every advisor in Miami →

Firms with the most CFA charterholders in Miami

Citigroup Global Markets Inc. 6Insigneo Advisory Services, LLC 6Bbva Global Wealth Advisors, Inc. 5J.P. Morgan Securities LLC 5Itau International Securities Inc. 4Alliancebernstein L.P. 3Btg Pactual Asset Management Us , LLC 3Bulltick Wealth Management, LLC 3Efg Private Wealth Management (Americas) Corp. 3Mora Capital Management, LLC 3Bci Securities, Inc. 2Hsbc Securities (USA) Inc. 2Ikalon Advisors LLC 2In On Capital 2Inkwell Capital 2

CFA advisors in other Florida cities

All of Florida →

Tampa 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 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Miami, FL?

105 SEC-registered investment adviser representatives at firm offices in Miami, Florida list the CFA designation; Citigroup Global Markets Inc. employs the most of them (6).

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 Miami?

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.