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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Clayton, MO

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

20 CFA charterholders work in Clayton; the most are at Asset Consulting Group, LLC (11). 5 are also registered broker representatives.

CFA advisors in Clayton, A to Z

Every advisor in Clayton →

Firms with the most CFA charterholders in Clayton

Asset Consulting Group, LLC 11&Partners 2UBS Financial Services Inc. 2Argent Capital Management LLC 1Focus Partners Wealth, LLC 1Ior 1Matter Family Office 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Missouri cities

All of Missouri →

St. Louis 215St Louis 23Kansas City 17Saint Louis 14Chesterfield 7Springfield 5Ofallon 3

Questions

How many CFA financial advisors are in Clayton, MO?

20 SEC-registered investment adviser representatives at firm offices in Clayton, Missouri list the CFA designation; Asset Consulting Group, LLC employs the most of them (11).

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 Clayton?

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.