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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Chevy Chase, MD

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

8 CFA charterholders work in Chevy Chase; the most are at Carderock Capital Management, Inc. (4). 1 are also registered broker representatives.

CFA advisors in Chevy Chase, A to Z

Every advisor in Chevy Chase →
  • Matthew D. GelfandPrinceton Global Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jeanne C. GoedeckeCarderock Capital Management, Inc. · Chartered Financial Analyst
  • Cora M. IngrimUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Analyst
  • Daniel A. KaneCarderock Capital Management, Inc. · Chartered Financial Analyst
  • Stephen F. KnappCarderock Capital Management, Inc. · Chartered Financial Analyst
  • James W. MersereauCarderock Capital Management, Inc. · Chartered Financial Analyst
  • Jose A. SobradoMg Capital Partners, LLC · Chartered Financial Analyst
  • Harold ZirkinHz Investments Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Chevy Chase

Carderock Capital Management, Inc. 4Hz Investments Inc. 1Mg Capital Partners, LLC 1Princeton Global Asset Management LLC 1United Planners' Financial Services Of America A Limited Partner 1

CFA advisors in other Maryland cities

All of Maryland →

Bethesda 52Baltimore 40Towson 16Rockville 14Hunt Valley 10Annapolis 8Lutherville 7Columbia 6Ellicott City 5Owings Mills 5Potomac 4Timonium 4

Questions

How many CFA financial advisors are in Chevy Chase, MD?

8 SEC-registered investment adviser representatives at firm offices in Chevy Chase, Maryland list the CFA designation; Carderock Capital Management, Inc. 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 Chevy Chase?

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.