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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bethesda, MD

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

52 CFA charterholders work in Bethesda; the most are at Chevy Chase Trust Company (8). 5 are also registered broker representatives.

CFA advisors in Bethesda, A to Z

Every advisor in Bethesda →

Firms with the most CFA charterholders in Bethesda

Chevy Chase Trust Company 8Heritage Investors Management Corp. 8Asb Capital Management LLC 4Fbb Capital Partners 4Councilor Wealth LLC 2Edgemoor Investment Advisors, Inc. 2Pennington Partners & Co., LLC 2Torray Investment Partners LLC 2Trumbower Financial Advisors LLC 2Warner Financial, Inc. 2Arch Financial Advisors LLC 1Bluestone® Financial Advisors, LLC 1Broadoak Asset Management, LLC 1Fidelis Capital 1Forty4 Financial 1

CFA advisors in other Maryland cities

All of Maryland →

Baltimore 40Towson 16Rockville 14Hunt Valley 10Annapolis 8Chevy Chase 8Lutherville 7Columbia 6Ellicott City 5Owings Mills 5Potomac 4Timonium 4

Questions

How many CFA financial advisors are in Bethesda, MD?

52 SEC-registered investment adviser representatives at firm offices in Bethesda, Maryland list the CFA designation; Chevy Chase Trust Company employs the most of them (8).

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 Bethesda?

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.