Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Short Hills, NJ
Every SEC-registered financial advisor at a firm office in Short Hills who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in Short Hills; the most are at Wells Fargo Clearing Services, LLC (3). 4 are also registered broker representatives.
CFA advisors in Short Hills, A to Z
Every advisor in Short Hills →- Kean L. AmaralUnited Success Wealth Management · Chartered Financial Analyst
- Chunhong JiangTransamerica Financial Advisors, LLC · Chartered Financial Analyst
- Mark E. LebidaWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Craig LivotiWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Daniel J. O'DonnellXpotential Inc. · Chartered Financial Analyst
- Kevin A. SheaEdelman Financial Engines · Certified Financial Planner, Chartered Financial Analyst
- Stephen R. WilliamsWells Fargo Clearing Services, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Short Hills
Wells Fargo Clearing Services, LLC 3Edelman Financial Engines 1Transamerica Financial Advisors, LLC 1United Success Wealth Management 1Xpotential 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 8Marlton 6Ridgewood 6Fairfield 5Hoboken 5Newark 5Warren 5Westfield 5Cranford 4Holmdel 4Moorestown 4Westwood 4Chester 3Hopewell 3Lawrenceville 3
Questions
How many CFA financial advisors are in Short Hills, NJ?
7 SEC-registered investment adviser representatives at firm offices in Short Hills, New Jersey list the CFA designation; Wells Fargo Clearing Services, LLC employs the most of them (3).
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 Short Hills?
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.