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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in West Palm Beach, FL

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

21 CFA charterholders work in West Palm Beach; the most are at A&M Private Wealth Partners, LLC (3). 4 are also registered broker representatives.

CFA advisors in West Palm Beach, A to Z

Every advisor in West Palm Beach →

Firms with the most CFA charterholders in West Palm Beach

A&M Private Wealth Partners, LLC 3Cresset Asset Management, LLC 3Rivernorth Capital Management, LLC 3Aft, Forsyth & Sober, LLC 1Avalon 1Cibc Private Wealth Advisors, Inc. 1Cratus Capital, LLC 1Facet 1Harbor Advisors 1Kfi Advisors 1Long Crest Capital 1Morgan Stanley 1Neuberger Berman Bd LLC 1Sterling Capital Management LLC 1Whalerock Point Partners, LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22Coral 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 West Palm Beach, FL?

21 SEC-registered investment adviser representatives at firm offices in West Palm Beach, Florida list the CFA designation; A&M Private Wealth Partners, LLC 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 West Palm 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.