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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Parsippany, NJ

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

11 CFA charterholders work in Parsippany; the most are at Accretive Wealth Partners, LLC (2). 2 are also registered broker representatives.

CFA advisors in Parsippany, A to Z

Every advisor in Parsippany →
  • Robert A. BarronSummit Financial, LLC · Chartered Financial Analyst
  • Matthew K. ByrneM.K. Byrne & Co. LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
  • Eric A. FureyAccretive Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Wenyue HsuTransamerica Financial Advisors, LLC · Chartered Financial Analyst
  • Vincent G. MaffucciCadia Private Client LLC · Chartered Financial Analyst
  • Kyle P. MatthewsOnepoint Bfg Wealth Partners · Chartered Financial Analyst
  • Christine L. OstapiakCetera Investment Advisers LLC · Chartered Financial Analyst
  • Gary C. RibeAccretive Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Colin C. SmithOnepoint Bfg Wealth Partners · Chartered Financial Analyst
  • Leslie W. VasvariSax Wealth Advisors, LLC · Chartered Financial Analyst
  • Evgeniy Y. YashinSummit Financial, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Parsippany

Accretive Wealth Partners, LLC 2Onepoint Bfg Wealth Partners 2Summit Financial, LLC 2Cadia Private Client LLC 1Cetera Investment Advisers LLC 1M.K. Byrne & Co. LLC 1Sax Wealth Advisors, LLC 1Signet Financial Management, LLC 1Transamerica Financial Advisors, LLC 1

CFA advisors in other New Jersey cities

All of New Jersey →

Princeton 39Morristown 27Jersey City 22Englewood 21Summit 20Florham Park 13Red Bank 13Weehawken 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 Parsippany, NJ?

11 SEC-registered investment adviser representatives at firm offices in Parsippany, New Jersey list the CFA designation; Accretive Wealth Partners, 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 Parsippany?

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.