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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Westwood, MA

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

7 CFA charterholders work in Westwood; the most are at Citizens Securities, Inc. (3). 2 are also registered broker representatives.

CFA advisors in Westwood, A to Z

Every advisor in Westwood →
  • Matthew D. BiggarStage Harbor Financial · Certified Financial Planner, Chartered Financial Analyst
  • Stephen A. DelgadoCitizens Securities, Inc. · Chartered Financial Analyst
  • Michael D. HansCitizens Securities, Inc. · Chartered Financial Analyst
  • Ruhan InanogluCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Stuart K. NagodeDover Investment Advisory Corporation · Chartered Financial Analyst
  • Michael R. WaldronSavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Robert T. WeisseSavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Westwood

Citizens Securities, Inc. 3Savant Wealth Management 2Dover Investment Advisory Corporation 1Stage Harbor Financial 1

CFA advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many CFA financial advisors are in Westwood, MA?

7 SEC-registered investment adviser representatives at firm offices in Westwood, Massachusetts list the CFA designation; Citizens Securities, Inc. employs the most of them (3).

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 Westwood?

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.