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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Ellicott City, MD

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

5 CFA charterholders work in Ellicott City; the most are at Aleph Investments, LLC (1). 0 are also registered broker representatives.

CFA advisors in Ellicott City, A to Z

Every advisor in Ellicott City →
  • William P. FritzTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
  • Matthew G. KleinLee, Kelleher & Klein Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • David J. MerkelAleph Investments, LLC · Chartered Financial Analyst
  • Avanti ShetyeWealthwyzr, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Zhi WangGenesis Capital Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Ellicott City

Aleph Investments, LLC 1Genesis Capital Management, LLC 1Lee, Kelleher & Klein Wealth Management 1Tiaa-Cref Individual & Institutional Services, LLC 1Wealthwyzr, LLC 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Ellicott City, MD?

5 SEC-registered investment adviser representatives at firm offices in Ellicott City, Maryland list the CFA designation; Aleph Investments, LLC 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 Ellicott City?

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.