Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Needham, MA
Every SEC-registered financial advisor at a firm office in Needham who lists the Chartered Financial Analyst designation, A to Z.
21 CFA charterholders work in Needham; the most are at Beaumont Financial Partners (4). 4 are also registered broker representatives.
CFA advisors in Needham, A to Z
Every advisor in Needham →- Sergey AgresAma Office Solutions LLC · Chartered Financial Analyst
- Richard J. AllredCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Analyst
- Brandon G. BeauvaisBeaumont Financial Partners · Chartered Financial Analyst
- Stephen BenniePark Avenue Securities LLC · Chartered Financial Analyst
- Jake E. BulianTraub Capital Management · Chartered Financial Analyst
- Anastasia CantyT. Rowe Price Associates, Inc. · Chartered Financial Analyst
- Paul F. CloonanPathways Financial Consulting LLC · Certified Financial Planner, Chartered Financial Analyst
- Rosalie CryanGoodman Advisory Group, LLC · Chartered Financial Analyst
- Gavin K. DavisBeaumont Financial Partners · Chartered Financial Analyst
- Philip J. DubuqueBeaumont Financial Partners · Chartered Financial Analyst
- Marc A. FandettiArmstrong Advisory Group Inc. · Certified Financial Planner, Chartered Financial Analyst
- Owen GilmoreBeaumont Financial Partners · Chartered Financial Analyst
- Ellen K. HazenF L Putnam Investment Management Co. · Chartered Financial Analyst
- Agnes OlshanskyTraub Capital Management · Chartered Financial Analyst
- John H. RussellPeak Asset Management, LLC · Chartered Financial Analyst
- Mark A. TaborskyMarkertree Capital, LLC · Chartered Financial Analyst
- Heydon D. TraubTraub Capital Management · Chartered Financial Analyst
- Steven N. ViolinF L Putnam Investment Management Co. · Chartered Financial Analyst
- James A. WaggettF L Putnam Investment Management Co. · Certified Financial Planner, Chartered Financial Analyst
- Michelle E. WellsDarrow Wealth Management · Chartered Financial Analyst
- Andrew B. WetzelF L Putnam Investment Management Co. · Chartered Financial Analyst
Firms with the most CFA charterholders in Needham
Beaumont Financial Partners 4F L Putnam Investment Management Co. 4Traub Capital Management 3Ama Office Solutions LLC 1Armstrong Advisory Group Inc. 1Commonwealth Financial Network 1Darrow Wealth Management 1Goodman Advisory Group, LLC 1Markertree Capital, LLC 1Park Avenue Securities LLC 1Pathways Financial Consulting LLC 1Peak Asset Management, LLC 1T. Rowe Price Associates, Inc. 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Waltham 28Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3
Questions
How many CFA financial advisors are in Needham, MA?
21 SEC-registered investment adviser representatives at firm offices in Needham, Massachusetts list the CFA designation; Beaumont Financial Partners employs the most of them (4).
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 Needham?
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.