Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Winter Park, FL
Every SEC-registered financial advisor at a firm office in Winter Park who lists the Chartered Financial Analyst designation, A to Z.
The short answer
15 CFA charterholders work in Winter Park; the most are at 55 North Private Wealth (4). 3 are also registered broker representatives.
CFA advisors in Winter Park, A to Z
Every advisor in Winter Park →- Michael R. Ackerman55 North Private Wealth · Chartered Financial Analyst
- Francisco A. AguileraAviance Capital Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott E. ChapaWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Kyle D. ChristianCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- Stephen A. Curley55 North Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Justin J. EllsesserMatthias Private Wealth, LLC · Chartered Financial Analyst
- Frank M. GarciaFrankly Finances · Certified Financial Planner, Chartered Financial Analyst
- Kyron B. HaroldSpraker West Wealth Management, Inc. · Chartered Financial Analyst
- Jerald P. Menozzi Jr.Orange Investment Advisors, LLC · Chartered Financial Analyst
- William A. MertesAmerican Financial Advisors Inc. · Chartered Financial Analyst
- Steven M. Seager55 North Private Wealth · Chartered Financial Analyst
- Sachin TrivediTruist Advisory Services, Inc. · Chartered Financial Analyst
- James A. Wesche Jr.Truist Advisory Services, Inc. · Chartered Financial Analyst
- Mark S. Wichrowski55 North Private Wealth · Chartered Financial Analyst
- Mark D. ZavanelliLyons Investment Management · Chartered Financial Analyst
Firms with the most CFA charterholders in Winter Park
55 North Private Wealth 4Truist Advisory Services, Inc. 2American Financial Advisors Inc. 1Aviance Capital Partners LLC 1Charles Schwab & Co., Inc. 1Frankly Finances 1Lyons Investment Management 1Matthias Private Wealth, LLC 1Orange Investment Advisors, LLC 1Spraker West Wealth Management, Inc. 1Wells Fargo Clearing Services, 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 16Lake 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 Winter Park, FL?
15 SEC-registered investment adviser representatives at firm offices in Winter Park, Florida list the CFA designation; 55 North Private Wealth 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 Winter Park?
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.