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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sarasota, FL

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

37 CFA charterholders work in Sarasota; the most are at Mariner (4). 3 are also registered broker representatives.

CFA advisors in Sarasota, A to Z

Every advisor in Sarasota →

Firms with the most CFA charterholders in Sarasota

Mariner 4Aristotle Atlantic Partners, LLC 3Compound Family Offices, LLC 3Cumberland Advisors 3Ned Davis Research, Inc. 3Ashton Thomas Private Wealth 2Origin Investment Advisory LLC 2Azure Financial Advisors LLC 1Baron Financial Group LLC 1Benson Avenue Capital, LLC 1Cary Street Partners 1Courier Capital, LLC 1Forza Wealth Management 1Miller Value Partners, LLC 1Motus Partners LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 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 Sarasota, FL?

37 SEC-registered investment adviser representatives at firm offices in Sarasota, Florida list the CFA designation; Mariner 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 Sarasota?

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.