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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Princeton, NJ

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

39 CFA charterholders work in Princeton; the most are at Blackrock Investment Management, LLC (21). 25 are also registered broker representatives.

CFA advisors in Princeton, A to Z

Every advisor in Princeton →
  • Matthew Bello-CullenBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Kevin M. ChabrierBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Andrew M. CitronBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Robert C. Doll Jr.Crossmark Wealth Management, LLC · Chartered Financial Analyst
  • Timothy D. DowdeswellKdt Advisors, LLC · Chartered Financial Analyst
  • James A. EhretBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Robert EngBelpointe Asset Management LLC · Chartered Financial Analyst
  • Stephen E. EvansSystematic Alpha Investments, LLC · Chartered Financial Analyst
  • Debra B. FelberbaumAdvisors Asset Management, Inc. · Chartered Financial Analyst
  • Matthew V. FiorentinoBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Jason M. FrostBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Matthew B. FuentesBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Paul J. GerardPrinceton Global Asset Management LLC · Chartered Financial Analyst
  • Joel HeymsfeldPrinceton Global Asset Management LLC · Chartered Financial Analyst
  • John M. HlywiakTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
  • Brian J. JacobyBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Felipe JaramilloBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Vinitha J. KaushikBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Patrick J. LegerGiverny Capital Advisors · Chartered Financial Analyst
  • Jiayi LiIengage Asset Management LLC · Chartered Financial Analyst
  • Anqi LinBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Anthony J. MarekBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Julianna O. McPhersonBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Robert E. Misner IIHamilton & Company · Chartered Financial Analyst
  • Aishat A. OkunugaBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Mark OransBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Ryan PuketzaBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Darshan S. PuriBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Jenny RieraBlackrock Investment Management, LLC · Chartered Financial Analyst
  • George E. RusnakWells Fargo Investment Institute, Inc. · Chartered Financial Analyst
  • Soumit SarkarCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Virag G. ShahLPL Financial LLC · Chartered Financial Analyst
  • Chirag D. Sharma RatanpalBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Brett M. ShaverPrinceton Global Asset Management LLC · Chartered Financial Analyst
  • Viswanathan VenugopalaFortis Capital Advisors, LLC · Chartered Financial Analyst
  • Matthew D. WallackRoundview Capital, LLC · Chartered Financial Analyst
  • Douglas S. WeissDsw Investment, LLC · Chartered Financial Analyst
  • Tiffany I. WibowoBlackrock Investment Management, LLC · Chartered Financial Analyst
  • Brian A. WilliamsBlackrock Investment Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Princeton

Blackrock Investment Management, LLC 21Princeton Global Asset Management LLC 3Advisors Asset Management, Inc. 1Belpointe Asset Management LLC 1Cambridge Investment Research Advisors, Inc. 1Crossmark Global Investments, Inc. 1Crossmark Wealth Management, LLC 1Dsw Investment, LLC 1Fortis Capital Advisors, LLC 1Giverny Capital Advisors 1Hamilton & Company 1Iengage Asset Management LLC 1Kdt Advisors, LLC 1LPL Financial LLC 1Roundview Capital, LLC 1

CFA advisors in other New Jersey cities

All of New Jersey →

Morristown 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 3Lawrenceville 3

Questions

How many CFA financial advisors are in Princeton, NJ?

39 SEC-registered investment adviser representatives at firm offices in Princeton, New Jersey list the CFA designation; Blackrock Investment Management, LLC employs the most of them (21).

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 Princeton?

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.