Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Brooklyn, NY
Every SEC-registered financial advisor at a firm office in Brooklyn who lists the Chartered Financial Analyst designation, A to Z.
14 CFA charterholders work in Brooklyn; the most are at Neuberger Berman Bd LLC (2). 4 are also registered broker representatives.
CFA advisors in Brooklyn, A to Z
Every advisor in Brooklyn →- Dylan C. CohanCatsgame Capital LLC · Chartered Financial Analyst
- Nicholas J. CrowMaridea Wealth Management · Chartered Financial Analyst
- Richard S. DaskinRsd Advisors · Certified Financial Planner, Chartered Financial Analyst
- Benjamin DennisLadenburg Thalmann Asset Management Inc. · Chartered Financial Analyst
- Yevgeniy FalkovichVilga Financial Planning LLC · Chartered Financial Analyst
- Calgary G. LeveenAnhinga Investment Partners · Chartered Financial Analyst
- Alvaro J. MaderoCitigroup Global Markets Inc. · Chartered Financial Analyst
- James J. Marrocco Jr.Thinking Big Financial · Certified Financial Planner, Chartered Financial Analyst
- Aron PinsonEquinum, LLC · Chartered Financial Analyst
- James A. SaddlemireNeuberger Berman Bd LLC · Chartered Financial Analyst
- Herman F. SchroederSchroeder Capital Management, LLC · Chartered Financial Analyst
- Adam J. TrivisonNeuberger Berman Bd LLC · Chartered Financial Analyst
- Micah R. WeinsteinCoast Bridge Capital · Chartered Financial Analyst
- Katherine Y. YoungYearwood Young Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Brooklyn
Neuberger Berman Bd LLC 2Anhinga Investment Partners 1Catsgame Capital LLC 1Citigroup Global Markets Inc. 1Coast Bridge Capital 1Equinum, LLC 1Ladenburg Thalmann Asset Management Inc. 1Maridea Wealth Management 1Rsd Advisors 1Schroeder Capital Management, LLC 1Thinking Big Financial 1Vilga Financial Planning LLC 1Yearwood Young Advisors 1
CFA advisors in other New York cities
All of New York →New York 640Rochester 20Pittsford 19Tarrytown 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 3
Questions
How many CFA financial advisors are in Brooklyn, NY?
14 SEC-registered investment adviser representatives at firm offices in Brooklyn, New York list the CFA designation; Neuberger Berman Bd 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 Brooklyn?
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.