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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in New York

Every SEC-registered financial advisor in New York who lists the Chartered Financial Analyst designation, by city.

939 CFA charterholders work in New York; the most are in New York (640).

Cities in New York with CFA charterholders

Every advisor in New York →

New York 640Rochester 20Pittsford 19Brooklyn 14Tarrytown 11Garden City 10Buffalo 9Purchase 9Melville 8Utica 8White Plains 8Amherst 7Albany 6Williamsville 6Jericho 5Rye 5Rye Brook 5Saratoga Springs 5Syracuse 5Fairport 4Forest Hills 4Great Neck 4New Hartford 4Elmsford 3Hauppauge 3New York City 3Ny 3Webster 3

97 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in New York?

939 SEC-registered investment adviser representatives in New York list the CFA designation; the most work in New York (640).

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.

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.