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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hunt Valley, MD

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

10 CFA charterholders work in Hunt Valley; the most are at Asset Strategy Consultants LLC (2). 4 are also registered broker representatives.

CFA advisors in Hunt Valley, A to Z

Every advisor in Hunt Valley →

Firms with the most CFA charterholders in Hunt Valley

Asset Strategy Consultants LLC 2Focus Partners Wealth, LLC 1LPL Financial LLC 1Mercer Global Advisors Inc. 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1Snyder Asset Management, LLC 1Stifel, Nicolaus & Company, Incorporated 1Truist Advisory Services, Inc. 1Tufton Capital Management, LLC 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Hunt Valley, MD?

10 SEC-registered investment adviser representatives at firm offices in Hunt Valley, Maryland list the CFA designation; Asset Strategy Consultants LLC employs the most of them (2).

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 Hunt Valley?

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.