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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Martinsville, NJ

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

The short answer

3 CFA charterholders work in Martinsville; the most are at Condor Capital Wealth Management (2). 0 are also registered broker representatives.

CFA advisors in Martinsville, A to Z

Every advisor in Martinsville →

Firms with the most CFA charterholders in Martinsville

Condor Capital Wealth Management 2Apollon Wealth Management, 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 5Hoboken 5Newark 5Warren 5Westfield 5Cranford 4Holmdel 4Moorestown 4Westwood 4Chester 3Hopewell 3

Questions

How many CFA financial advisors are in Martinsville, NJ?

3 SEC-registered investment adviser representatives at firm offices in Martinsville, New Jersey list the CFA designation; Condor Capital Wealth Management 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 Martinsville?

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.