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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Morristown, NJ

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

27 CFA charterholders work in Morristown; the most are at Private Advisor Group, LLC (5). 9 are also registered broker representatives.

CFA advisors in Morristown, A to Z

Every advisor in Morristown →

Firms with the most CFA charterholders in Morristown

Private Advisor Group, LLC 5Beacon Trust 3Corient 3McRae Capital Management Inc. 2Morgan Stanley 2Bbr Partners, LLC 1Cary Street Partners 1Cary Street Partners Asset Management 1Enduring Investments LLC 1Equitable Advisors, LLC 1Hedged Alpha Capital Management, LLC 1Ihp Wealth Management 1LPL Financial LLC 1Mercer Global Advisors Inc. 1Raymond James Financial Services Advisors, Inc. 1

CFA advisors in other New Jersey cities

All of New Jersey →

Princeton 39Jersey 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 3Lawrenceville 3

Questions

How many CFA financial advisors are in Morristown, NJ?

27 SEC-registered investment adviser representatives at firm offices in Morristown, New Jersey list the CFA designation; Private Advisor Group, LLC employs the most of them (5).

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 Morristown?

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.