Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Tampa, FL
Every SEC-registered financial advisor at a firm office in Tampa who lists the Chartered Financial Analyst designation, A to Z.
64 CFA charterholders work in Tampa; the most are at Independent Financial Partners (6). 18 are also registered broker representatives.
CFA advisors in Tampa, A to Z
Every advisor in Tampa →- Thomas J. AlfordIndependent Financial Partners · Chartered Financial Analyst
- Richard H. AlleyStronghold Wealth Management L.L.C. · Chartered Financial Analyst
- Keith A. AmburgeyRutherford Asset Planning, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Alan C. AshworthThe London Company Of Virginia · Chartered Financial Analyst
- Suresh AttalUBS Financial Services Inc. · Chartered Financial Analyst
- Kari A. BaerFifth Third Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael R. BissonnetteFirva Capital Management LLC · Chartered Financial Analyst
- Katherine J. BraddockMtc Wealth Management · Chartered Financial Analyst
- John D. Bright Jr.Great Lakes Advisors, LLC · Chartered Financial Analyst
- Donald H. BurgessJ. W. Cole Advisors, Inc. · Chartered Financial Analyst
- Daniel CapozzoClearwell Group · Chartered Financial Analyst
- Nicholas T. CarrollRaymond James & Associates, Inc. · Chartered Financial Analyst
- Mark A. CooperMac Alpha Capital Management, LP · Chartered Financial Analyst
- Ryan D. CortnerClearwell Group · Chartered Financial Analyst
- Jeremy K. CriderFisher Investments · Chartered Financial Analyst
- Christopher J. DavittConcurrent Investment Advisors, LLC · Chartered Financial Analyst
- Bruce A. DipietroConcurrent Investment Advisors, LLC · Chartered Financial Analyst
- Matthew R. DooneAlliancebernstein L.P. · Chartered Financial Analyst
- Charles H. Fisher Jr.Andersen · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Jesse M. FlattUBS Financial Services Inc. · Chartered Financial Analyst
- Derek R. GageCornerstone Wealth · Chartered Financial Analyst
- Peter J. GardnerAgw Capital Advisors · Certified Financial Planner, Chartered Financial Analyst
- Aaron L. GilmanIndependent Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Sharon K. GiuffreMtc Wealth Management · Chartered Financial Analyst
- Barry B. Glover IIHb Wealth · Chartered Financial Analyst
- Brian S. HeimowitzConcurrent Investment Advisors, LLC · Chartered Financial Analyst
- Christopher L. HessFisher Investments · Chartered Financial Analyst
- Jeffrey S. KikolerGolden Road Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Ronald G. KruegerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Amy A. LordSuncoast Equity Management, LLC · Chartered Financial Analyst
- Feixueer LuoConcurrent Investment Advisors, LLC · Chartered Financial Analyst
- Sahil MadanVectorwealth · Chartered Financial Analyst
- Daniel C. MarroDeep Blue Investment Advisors · Chartered Financial Analyst
- George MavliosAlliancebernstein L.P. · Chartered Financial Analyst
- Kevin P. McCutcheonLive Oak Family Offices LLC · Chartered Financial Analyst
- Jared R. McDanielCornerstone Wealth · Certified Financial Planner, Chartered Financial Analyst
- Eric G. McNewSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- Zachary C. NewardCibc Private Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Peter D. NunleyIndependent Financial Partners · Chartered Financial Analyst
- Maxwell L. OglanderTruist Advisory Services, Inc. · Chartered Financial Analyst
- Derek S. PileckiGator Capital Management, LLC · Chartered Financial Analyst
- Charles E. PoeGrand Central Investment Group, LLC · Chartered Financial Analyst
- Amy L. PowellRfg Advisory, LLC · Chartered Financial Analyst
- Jason M. ReillyTruist Advisory Services, Inc. · Chartered Financial Analyst
- Amy L. RiddellAft Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Brandon E. RobertsIndependent Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Simon C. RosenbergHomestead Financial Partners · Chartered Financial Analyst
- Nicholas R. SantanaCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Kyle SchlossmanZeniki Wealth · Chartered Financial Analyst
- Kevin N. SinghJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Andrew W. SmithJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel T. SmithIndependent Financial Partners · Chartered Financial Analyst
- Gary M. StentzIndependent Financial Partners · Chartered Financial Analyst
- Benjamin R. StreedDeep Blue Investment Advisors · Chartered Financial Analyst
- Michael J. StumpCode Waechter LLC · Certified Financial Planner, Chartered Financial Analyst
- Simon J. SumnerLPL Financial LLC · Chartered Financial Analyst
- Tom A. TagliariniTruist Advisory Services, Inc. · Chartered Financial Analyst
- Michael A. ValoneCaptrust · Chartered Financial Analyst
- Scott T. WaechterCode Waechter LLC · Certified Financial Planner, Chartered Financial Analyst
- Heman C. WardJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Cole M. WassonSuncoast Equity Management, LLC · Chartered Financial Analyst
- Paul L. Whiting Jr.Agw Capital Advisors · Chartered Financial Analyst
- Cameron WrennallCreative Planning Institutional Advisors, LLC · Chartered Financial Analyst
- Miao ZhuAdvisory Services Network · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Tampa
Independent Financial Partners 6Concurrent Investment Advisors, LLC 4J.P. Morgan Securities LLC 3Truist Advisory Services, Inc. 3Agw Capital Advisors 2Alliancebernstein L.P. 2Clearwell Group 2Code Waechter LLC 2Cornerstone Wealth 2Creative Planning 2Deep Blue Investment Advisors 2Fisher Investments 2Mtc Wealth Management 2Suncoast Equity Management, LLC 2UBS Financial Services Inc. 2
CFA advisors in other Florida cities
All of Florida →Miami 105Naples 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 Tampa, FL?
64 SEC-registered investment adviser representatives at firm offices in Tampa, Florida list the CFA designation; Independent Financial Partners 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 Tampa?
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.