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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Portsmouth, NH

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

The short answer

20 CFA charterholders work in Portsmouth; the most are at Prime Buchholz LLC (3). 4 are also registered broker representatives.

CFA advisors in Portsmouth, A to Z

Every advisor in Portsmouth →

Firms with the most CFA charterholders in Portsmouth

Prime Buchholz LLC 3Cmh Wealth Management, LLC 2F L Putnam Investment Management Co. 2Hightower Advisors, LLC 2R M Davis Inc. 2Ameriprise Financial Services, LLC 1David Wendell Associates, Inc. 1Edward Jones 1Harbor Advisory Corporation 1Piscataqua Research Inc. 1Stifel, Nicolaus & Company, Incorporated 1Tide Cycle Resources LLC 1UBS Financial Services Inc. 1Wellesley Asset Management, Inc. 1

CFA advisors in other New Hampshire cities

All of New Hampshire →

Hanover 5Manchester 5Hollis 3Windham 3

Questions

How many CFA financial advisors are in Portsmouth, NH?

20 SEC-registered investment adviser representatives at firm offices in Portsmouth, New Hampshire list the CFA designation; Prime Buchholz LLC 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 Portsmouth?

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.