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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Rye, NH

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

4 CFA charterholders work in Rye; the most are at Capital Client Group, Inc. (1). 2 are also registered broker representatives.

CFA advisors in Rye, A to Z

Every advisor in Rye →
  • John P. FredetteCmh Wealth Management, LLC · Chartered Financial Analyst
  • Edward R. MillerMeasured Wealth Private Client Group, LLC · Chartered Financial Analyst
  • Darin P. PopeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Analyst
  • Robert D. VigneauxCapital Client Group, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Rye

Capital Client Group, Inc. 1Cmh Wealth Management, LLC 1Measured Wealth Private Client Group, LLC 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other New Hampshire cities

All of New Hampshire →

Portsmouth 16Hanover 5Manchester 5Hampton 4Hollis 4Windham 4

Questions

How many CFA financial advisors are in Rye, NH?

4 SEC-registered investment adviser representatives at firm offices in Rye, New Hampshire list the CFA designation; Capital Client Group, Inc. employs the most of them (1).

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 Rye?

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.