Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Cambridge, MA
Every SEC-registered financial advisor at a firm office in Cambridge who lists the Chartered Financial Analyst designation, A to Z.
9 CFA charterholders work in Cambridge; the most are at Applied Fundamental Research, LLC (1). 0 are also registered broker representatives.
CFA advisors in Cambridge, A to Z
Every advisor in Cambridge →- Adam J. AptPeabody River Asset Management, LLC · Chartered Financial Analyst
- Steven E. AyersSteven Ayers & Company · Chartered Financial Analyst
- Dennis C. ButlerCentre Street Cambridge Corporation · Chartered Financial Analyst
- Jonathan HartleyGc Wealth Management Ria, LLC · Chartered Financial Analyst
- Eric U. HendersonEast Horizon Investments · Certified Financial Planner, Chartered Financial Analyst
- Elizabeth Z. LavoieLavoie Wealth Advisors LLC · Chartered Financial Analyst
- Gideon OzikMkt Mediastats, LLC · Chartered Financial Analyst
- Austin R. Van GorderDatalign · Chartered Financial Analyst
- Theodore H. WagenknechtApplied Fundamental Research, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Cambridge
Applied Fundamental Research, LLC 1Centre Street Cambridge Corporation 1Datalign 1East Horizon Investments 1Gc Wealth Management Ria, LLC 1Lavoie Wealth Advisors LLC 1Mkt Mediastats, LLC 1Peabody River Asset Management, LLC 1Steven Ayers & Company 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3
Questions
How many CFA financial advisors are in Cambridge, MA?
9 SEC-registered investment adviser representatives at firm offices in Cambridge, Massachusetts list the CFA designation; Applied Fundamental Research, 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 Cambridge?
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.