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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Marion, MA

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

The short answer

3 CFA charterholders work in Marion; the most are at Baldwin Wealth Partners, LLC (2). 1 are also registered broker representatives.

CFA advisors in Marion, A to Z

Every advisor in Marion →

Firms with the most CFA charterholders in Marion

Baldwin Wealth Partners, LLC 2Parnassus Investments, LLC 1

CFA advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many CFA financial advisors are in Marion, MA?

3 SEC-registered investment adviser representatives at firm offices in Marion, Massachusetts list the CFA designation; Baldwin Wealth 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 Marion?

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.