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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Andover, MA

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

The short answer

6 CFA charterholders work in Andover; the most are at Intergeneration Capital Management, LLC (2). 0 are also registered broker representatives.

CFA advisors in Andover, A to Z

Every advisor in Andover →
  • Pamela J. HegartyIntergeneration Capital Management, LLC · Chartered Financial Analyst
  • Yin T. KonIntergeneration Capital Management, LLC · Chartered Financial Analyst
  • Jeffrey K. KutzArborstone Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Patrick P. McGinnRetirement Resources Investment Corporation · Chartered Financial Analyst
  • S. J. MittelmanMittelman Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Andrew J. NovellineAbbot Financial Management, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Andover

Intergeneration Capital Management, LLC 2Abbot Financial Management, Inc. 1Arborstone Financial, LLC 1Mittelman Wealth Management 1Retirement Resources Investment Corporation 1

CFA advisors in other Massachusetts cities

All of Massachusetts →

Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3

Questions

How many CFA financial advisors are in Andover, MA?

6 SEC-registered investment adviser representatives at firm offices in Andover, Massachusetts list the CFA designation; Intergeneration Capital Management, 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 Andover?

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.