Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Waltham, MA
Every SEC-registered financial advisor at a firm office in Waltham who lists the Chartered Financial Analyst designation, A to Z.
28 CFA charterholders work in Waltham; the most are at Ballentine Partners (9). 3 are also registered broker representatives.
CFA advisors in Waltham, A to Z
Every advisor in Waltham →- Ryan G. BachurBallentine Partners · Chartered Financial Analyst
- Stephen W. BatzellMontis Financial, LLC · Chartered Financial Analyst
- James M. BoydPension & Wealth Management Advisors · Chartered Financial Analyst
- Curt M. BusenburgTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Roman ChuyanModel Capital Management LLC · Chartered Financial Analyst
- Reilly T. DahlquistWindrose Advisors LLC · Chartered Financial Analyst
- Benjamin E. DalyBallentine Partners · Certified Financial Planner, Chartered Financial Analyst
- Peter A. DelgrecoWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Coventry Edwards-PittBallentine Partners · Certified Financial Planner, Chartered Financial Analyst
- Daniel F. FrielJsk Capital Advisors, LLC · Chartered Financial Analyst
- Jon GonthierIntegrated Wealth Concepts LLC · Chartered Financial Analyst
- Simon J. HeslopAllworth Financial, L.P. · Chartered Financial Analyst
- Denis C. HigginsMontis Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Adam R. LaddWindrose Advisors LLC · Chartered Financial Analyst
- William B. McMillanCommonwealth Financial Network · Chartered Financial Analyst
- Jessica H. MintyBallentine Partners · Chartered Financial Analyst
- Reid M. MonkBallentine Partners · Certified Financial Planner, Chartered Financial Analyst
- Janie M. MonroeBallentine Partners · Certified Financial Planner, Chartered Financial Analyst
- Marc H. OhlerExcalibur Management Corp. · Chartered Financial Analyst
- Gildas QuinquisWindrose Advisors LLC · Chartered Financial Analyst
- Meagan H. RogersAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Analyst
- Edward J. SampBeacon Pointe Advisors, LLC · Chartered Financial Analyst
- Kyle J. SchafferBallentine Partners · Chartered Financial Analyst
- Robert C. SwankeCommonwealth Financial Network · Chartered Financial Analyst
- William R. TickleBallentine Partners · Chartered Financial Analyst
- John B. TubmanBallentine Partners · Chartered Financial Analyst
- Crystal R. TurnerEagle Strategies LLC · Chartered Financial Analyst
- Qing YangMercer Global Advisors Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Waltham
Ballentine Partners 9Windrose Advisors LLC 3Allworth Financial, L.P. 2Commonwealth Financial Network 2Montis Financial, LLC 2Beacon Pointe Advisors, LLC 1Eagle Strategies LLC 1Excalibur Management Corp. 1Integrated Wealth Concepts LLC 1Jsk Capital Advisors, LLC 1Mercer Global Advisors Inc. 1Model Capital Management LLC 1Pension & Wealth Management Advisors 1Tiaa-Cref Individual & Institutional Services, LLC 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Needham 21Wellesley 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 Waltham, MA?
28 SEC-registered investment adviser representatives at firm offices in Waltham, Massachusetts list the CFA designation; Ballentine Partners employs the most of them (9).
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 Waltham?
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.