Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Orlando, FL
Every SEC-registered financial advisor at a firm office in Orlando who lists the Chartered Financial Analyst designation, A to Z.
20 CFA charterholders work in Orlando; the most are at Schwab Wealth Advisory, Inc. (6). 11 are also registered broker representatives.
CFA advisors in Orlando, A to Z
Every advisor in Orlando →- Francesco AmatoSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Matthew BeamSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James H. BenoitSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Christopher G. CaliseHaven Private · Chartered Financial Analyst
- Christopher J. CaputoIntegrity Fixed Income Management · Chartered Financial Analyst
- Christopher CaroSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Jacob N. CarrisJake Carris Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Jose R. Da CruzInternational Assets Investment Management, LLC · Chartered Financial Analyst
- Ronald A. DedeskoBespoke Tfc Capital · Chartered Financial Analyst
- Louie E. Denney Jr.Integrity Fixed Income Management · Chartered Financial Analyst
- Christopher M. DinataleRaymond James Financial Services Advisors, Inc. · Chartered Financial Analyst
- Christopher B. DriverHightower Advisors, LLC · Chartered Financial Analyst
- William D. EstesBiltmore Family Office, LLC · Chartered Financial Analyst
- Jeffrey A. GeorgeTao Financial · Certified Financial Planner, Chartered Financial Analyst
- James P. GerardKestra Advisory Services, LLC · Chartered Financial Analyst
- Arti GuptaEdward Jones · Chartered Financial Analyst
- Vincent V. LachmanSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Edward P. Massari Jr.International Assets Investment Management, LLC · Chartered Financial Analyst
- Alexander MeleisSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Milan PualicMonterra Advisors, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Orlando
Schwab Wealth Advisory, Inc. 6Integrity Fixed Income Management 2International Assets Investment Management, LLC 2Bespoke Tfc Capital 1Biltmore Family Office, LLC 1Edward Jones 1Haven Private 1Hightower Advisors, LLC 1Jake Carris Financial Planning 1Kestra Advisory Services, LLC 1Monterra Advisors, LLC 1Raymond James Financial Services Advisors, Inc. 1Tao Financial 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 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 Orlando, FL?
20 SEC-registered investment adviser representatives at firm offices in Orlando, Florida list the CFA designation; Schwab Wealth Advisory, 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 Orlando?
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.