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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Elmhurst, IL

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

5 CFA charterholders work in Elmhurst; the most are at Capital Client Group, Inc. (1). 2 are also registered broker representatives.

CFA advisors in Elmhurst, A to Z

Every advisor in Elmhurst →
  • Christopher S. AnastCapital Client Group, Inc. · Chartered Financial Analyst
  • James C. BaldwinLasalle St. Investment Advisors, L.L.C. · Chartered Financial Analyst
  • Nicholas M. CurcioTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
  • Edward J. LavinSawyer Falduto Asset Management, LLC · Chartered Financial Analyst
  • Daniel W. ZoletRiverfront Investment Group, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Elmhurst

Capital Client Group, Inc. 1Lasalle St. Investment Advisors, L.L.C. 1Riverfront Investment Group, LLC 1Sawyer Falduto Asset Management, LLC 1Tiaa-Cref Individual & Institutional Services, LLC 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 389Wheaton 31Naperville 17Rockford 16Downers Grove 14Lake Forest 9Deerfield 8Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 6Oakbrook Terrace 6Glencoe 5Glenview 5Lincolnshire 5Arlington Heights 4Barrington 4Crystal Lake 4Hinsdale 4Oak Brook 4Aurora 3Burr Ridge 3Champaign 3

Questions

How many CFA financial advisors are in Elmhurst, IL?

5 SEC-registered investment adviser representatives at firm offices in Elmhurst, Illinois list the CFA designation; Capital Client Group, Inc. employs the most of them (1).

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 Elmhurst?

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.