Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Vero Beach, FL
Every SEC-registered financial advisor at a firm office in Vero Beach who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in Vero Beach; the most are at Naples Global Advisors (2). 1 are also registered broker representatives.
CFA advisors in Vero Beach, A to Z
Every advisor in Vero Beach →- Robert S. AndersonPenbrook Management LLC · Chartered Financial Analyst
- Robert E. CauleyBimini Advisors, LLC · Chartered Financial Analyst
- David W. GriffisNaples Global Advisors · Chartered Financial Analyst
- Robert G. Hagstrom Jr.Equitycompass Investment Management, LLC · Chartered Financial Analyst
- Andrew B. HartlineNaples Global Advisors · Chartered Financial Analyst
- Robert N. PolackwichProfessional Advisory Services Inc. · Chartered Financial Analyst
- Theodore J. Zamerski IIIProsperity Path Advisers, LLC · Personal Financial Specialist, Chartered Financial Analyst
Firms with the most CFA charterholders in Vero Beach
Naples Global Advisors 2Bimini Advisors, LLC 1Equitycompass Investment Management, LLC 1Penbrook Management LLC 1Professional Advisory Services Inc. 1Prosperity Path Advisers, LLC 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 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4
Questions
How many CFA financial advisors are in Vero Beach, FL?
7 SEC-registered investment adviser representatives at firm offices in Vero Beach, Florida list the CFA designation; Naples Global Advisors employs the most of them (2).
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 Vero Beach?
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.