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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hoboken, NJ

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

5 CFA charterholders work in Hoboken; the most are at Hsbc Securities (USA) Inc. (2). 2 are also registered broker representatives.

CFA advisors in Hoboken, A to Z

Every advisor in Hoboken →
  • Nicholas CodolaHsbc Securities (USA) Inc. · Chartered Financial Analyst
  • Vincent FontanaHsbc Securities (USA) Inc. · Chartered Financial Analyst
  • Christopher J. GulaSummit Place Financial Advisors, LLC · Chartered Financial Analyst
  • Michael WalstedtReliant Wealth Advisory · Chartered Financial Analyst
  • Chao XuIone Capital Management LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Hoboken

Hsbc Securities (USA) Inc. 2Ione Capital Management LLC 1Reliant Wealth Advisory 1Summit Place Financial Advisors, LLC 1

CFA advisors in other New Jersey cities

All of New Jersey →

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

Questions

How many CFA financial advisors are in Hoboken, NJ?

5 SEC-registered investment adviser representatives at firm offices in Hoboken, New Jersey list the CFA designation; Hsbc Securities (USA) Inc. 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 Hoboken?

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.