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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Paramus, NJ

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

8 CFA charterholders work in Paramus; the most are at Valley Wealth Managers, Inc. (2). 4 are also registered broker representatives.

CFA advisors in Paramus, A to Z

Every advisor in Paramus →

Firms with the most CFA charterholders in Paramus

Valley Wealth Managers, Inc. 2Ameriprise Financial Services, LLC 1Groesbeck Investment Management Corp. 1Kingston Horizon Advisors LLC 1Rockefeller Financial LLC 1UBS Financial Services Inc. 1Wells Fargo Investment Institute, 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 10Short Hills 7Marlton 6Ridgewood 6Fairfield 5Hoboken 5Newark 5Warren 5Westfield 5Cranford 4Holmdel 4Moorestown 4Westwood 4Chester 3Hopewell 3Lawrenceville 3

Questions

How many CFA financial advisors are in Paramus, NJ?

8 SEC-registered investment adviser representatives at firm offices in Paramus, New Jersey list the CFA designation; Valley Wealth Managers, 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 Paramus?

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.