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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in South Miami, FL

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

The short answer

4 CFA charterholders work in South Miami; the most are at Firestone Capital Management Inc. (3). 1 are also registered broker representatives.

CFA advisors in South Miami, A to Z

Every advisor in South Miami →
  • Carlos A. CarbonellFirestone Capital Management Inc. · Chartered Financial Analyst
  • Ralph LichaaAmeriprise Financial Services, LLC · Chartered Financial Analyst
  • Anthony E. PoppeFirestone Capital Management Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Sean P. PrestonFirestone Capital Management Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in South Miami

Firestone Capital Management Inc. 3Ameriprise Financial 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 South Miami, FL?

4 SEC-registered investment adviser representatives at firm offices in South Miami, Florida list the CFA designation; Firestone Capital Management Inc. employs the most of them (3).

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 South 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.