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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bloomfield Hills, MI

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

25 CFA charterholders work in Bloomfield Hills; the most are at Deroy & Devereaux Private Investment Counsel, Inc. (4). 3 are also registered broker representatives.

CFA advisors in Bloomfield Hills, A to Z

Every advisor in Bloomfield Hills →

Firms with the most CFA charterholders in Bloomfield Hills

Deroy & Devereaux Private Investment Counsel, Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Yousif Capital Management, LLC 3Azimuth Capital Management 2Diversified Portfolios, Inc. 2Heron Bay Capital Management 2Boyd Watterson Asset Management, LLC 1Gainplan LLC 1Integrated Investment Consultants, LLC 1Loomis, Sayles & Company, L.P. 1Lsia 1Mariner 1Modell Capital Management LLC 1Osaic Advisory Services, LLC 1Steward Capital Management 1

CFA advisors in other Michigan cities

All of Michigan →

Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 7Traverse City 7Holland 5Northville 5Novi 5Plymouth 5Farmington Hills 4Grand Blanc 4Kalamazoo 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3

Questions

How many CFA financial advisors are in Bloomfield Hills, MI?

25 SEC-registered investment adviser representatives at firm offices in Bloomfield Hills, Michigan list the CFA designation; Deroy & Devereaux Private Investment Counsel, Inc. 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 Bloomfield Hills?

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.