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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Marlton, NJ

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

6 CFA charterholders work in Marlton; the most are at Friedenthal Financial, LLC (2). 2 are also registered broker representatives.

CFA advisors in Marlton, A to Z

Every advisor in Marlton →

Firms with the most CFA charterholders in Marlton

Friedenthal Financial, LLC 2Td Private Client Wealth LLC 2Hightower Advisors, LLC 1Pine Valley Investments 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 7Ridgewood 6Fairfield 5Hoboken 5Newark 5Warren 5Westfield 5Cranford 4Holmdel 4Moorestown 4Westwood 4Chester 3Hopewell 3Lawrenceville 3

Questions

How many CFA financial advisors are in Marlton, NJ?

6 SEC-registered investment adviser representatives at firm offices in Marlton, New Jersey list the CFA designation; Friedenthal Financial, 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 Marlton?

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.