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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Rockville, MD

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

The short answer

14 CFA charterholders work in Rockville; the most are at Cerity Partners LLC (2). 2 are also registered broker representatives.

CFA advisors in Rockville, A to Z

Every advisor in Rockville →
  • Joming ChiangCerity Partners LLC · Chartered Financial Analyst
  • Jordan D. DaughertyFsa Wealth Partners · Chartered Financial Analyst
  • Asitha S. De SilvaCapital Squared Financial LLC · Chartered Financial Analyst
  • Andrew FreedenbergMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
  • Marianna GlazovWest Financial Services, Inc. · Chartered Financial Analyst
  • Clark A. KendallKendall Capital Management · Certified Financial Planner, Chartered Financial Analyst
  • Victor M. KrasijAprio Wealth Management, LLC · Chartered Financial Analyst
  • Lauren LehmanNewedge Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Yongxiang LiQuantum Financial Advisors Inc. · Chartered Financial Analyst
  • Ronald J. RoughFsa Wealth Partners · Chartered Financial Analyst
  • Adam L. SauriCerity Partners Retirement Plan Consultants · Certified Financial Planner, Chartered Financial Analyst
  • Paul L. SchneiderAmeritas Advisory Services, LLC · Chartered Financial Analyst
  • Ryan S. StreileinWest Financial Services, Inc. · Chartered Financial Analyst
  • Jason M. TkachKendall Capital Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Rockville

Cerity Partners LLC 2Fsa Wealth Partners 2Kendall Capital Management 2West Financial Services, Inc. 2Ameritas Advisory Services, LLC 1Aprio Wealth Management, LLC 1Capital Squared Financial LLC 1Cerity Partners Retirement Plan Consultants 1Morgan Stanley 1Newedge Advisors 1Quantum Financial Advisors Inc. 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Rockville, MD?

14 SEC-registered investment adviser representatives at firm offices in Rockville, Maryland list the CFA designation; Cerity Partners 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 Rockville?

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.