Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Newton, MA
Every SEC-registered financial advisor at a firm office in Newton who lists the Chartered Financial Analyst designation, A to Z.
10 CFA charterholders work in Newton; the most are at Mayport Wealth Management (2). 1 are also registered broker representatives.
CFA advisors in Newton, A to Z
Every advisor in Newton →- Gayle H. BuffBuff Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Adam M. GrossmanMayport Wealth Management · Chartered Financial Analyst
- Shane P. KellyMayport Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Michael J. MufsonRedwood Investments, LLC · Chartered Financial Analyst
- Lance PanCapital Advisors Group, Inc. · Chartered Financial Analyst
- Emmanuel S. SabiitiEmma Research LLC · Certified Financial Planner, Chartered Financial Analyst
- Jennifer K. SilverRedwood Investments, LLC · Chartered Financial Analyst
- Alisa M. SkatrudPlum Street Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew J. Sliwa IIICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Analyst
- Wei WangTriple Summit Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Newton
Mayport Wealth Management 2Redwood Investments, LLC 2Buff Capital Management, LLC 1Capital Advisors Group, Inc. 1Commonwealth Financial Network 1Emma Research LLC 1Plum Street Advisors, LLC 1Triple Summit Advisors, LLC 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 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 Newton, MA?
10 SEC-registered investment adviser representatives at firm offices in Newton, Massachusetts list the CFA designation; Mayport Wealth Management 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 Newton?
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.