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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Montville, NJ

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

The short answer

3 CFA charterholders work in Montville; the most are at Green Ridge Wealth Planning LLC (1). 1 are also registered broker representatives.

CFA advisors in Montville, A to Z

Every advisor in Montville →
  • Jordan C. KaufmanGreen Ridge Wealth Planning LLC · Certified Financial Planner, Chartered Financial Analyst
  • Colleen A. SilverTruist Advisory Services, Inc. · Chartered Financial Analyst
  • Mark F. TestaMML Investors Services, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Montville

Green Ridge Wealth Planning LLC 1MML Investors Services, LLC 1Truist Advisory Services, Inc. 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 Montville, NJ?

3 SEC-registered investment adviser representatives at firm offices in Montville, New Jersey list the CFA designation; Green Ridge Wealth Planning LLC 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 Montville?

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.