Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Fairfield, NJ

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

5 CFA charterholders work in Fairfield; the most are at Kestra Advisory Services, LLC (2). 2 are also registered broker representatives.

CFA advisors in Fairfield, A to Z

Every advisor in Fairfield →

Charles P. AlbertonSandro Wealth Management LLC · Chartered Financial Analyst
William R. Callahan IVSandro Wealth Management LLC · Chartered Financial Analyst
Jayavardhan R. KotaKestra Advisory Services, LLC · Chartered Financial Analyst
Willliam M. McNairKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
Gene A. Tortorello3i Wealth Management LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Fairfield

Kestra Advisory Services, LLC 2 Sandro Wealth Management LLC 2 3i Wealth Management LLC 1

CFA advisors in other New Jersey cities

All of New Jersey →

Princeton 39 Morristown 27 Jersey City 22 Englewood 21 Summit 20 Florham Park 13 Red Bank 13 Parsippany 11 Weehawken 10 Paramus 8 Short Hills 7 Marlton 6 Ridgewood 6 Hoboken 5 Newark 5 Warren 5 Westfield 5 Cranford 4 Holmdel 4 Moorestown 4 Westwood 4 Chester 3 Hopewell 3 Lawrenceville 3

Questions

How many CFA financial advisors are in Fairfield, NJ?

5 SEC-registered investment adviser representatives at firm offices in Fairfield, New Jersey list the CFA designation; Kestra Advisory Services, LLC employs the most of them (2).

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 Fairfield?

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.