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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Reno, NV

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

14 CFA charterholders work in Reno; the most are at Belpointe Asset Management LLC (4). 3 are also registered broker representatives.

CFA advisors in Reno, A to Z

Every advisor in Reno →
  • Brian T. AllmanEdward Jones · Certified Financial Planner, Chartered Financial Analyst
  • Peter T. BarciaBelpointe Asset Management LLC · Chartered Financial Analyst
  • Stephan A. ColglazierBelpointe Asset Management LLC · Chartered Financial Analyst
  • Lee J. HernandezFirmament Financial · Certified Financial Planner, Chartered Financial Analyst
  • Scott C. HinxmanUBS Financial Services Inc. · Chartered Financial Analyst
  • Nicola L. KerslakeNlrk LLC Dba Newbean Capital LLC · Chartered Financial Analyst
  • Kenneth B. LambertPeavine Capital, LLC · Chartered Financial Analyst
  • John G. LauroeschBelpointe Asset Management LLC · Chartered Financial Analyst
  • Dongjoon LeeAmerican Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • David C. NelsonBelpointe Asset Management LLC · Chartered Financial Analyst
  • Boyong ParkAmerican Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Charles B. Pinson-RosePerigon Wealth Management, LLC · Chartered Financial Analyst
  • Martina M. SchackmanBenefit Financial Services Group · Certified Financial Planner, Chartered Financial Analyst
  • Aaron R. SquiresSquires Law & Squires Investments, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Reno

Belpointe Asset Management LLC 4American Wealth Management 2Benefit Financial Services Group 1Edward Jones 1Firmament Financial 1Nlrk LLC Dba Newbean Capital LLC 1Peavine Capital, LLC 1Perigon Wealth Management, LLC 1Squires Law & Squires Investments, LLC 1UBS Financial Services Inc. 1

CFA advisors in other Nevada cities

All of Nevada →

Las Vegas 19Incline Village 4

Questions

How many CFA financial advisors are in Reno, NV?

14 SEC-registered investment adviser representatives at firm offices in Reno, Nevada list the CFA designation; Belpointe Asset Management LLC 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 Reno?

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.