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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Buffalo, NY

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

The short answer

8 CFA charterholders work in Buffalo; the most are at Courier Capital, LLC (2). 1 are also registered broker representatives.

CFA advisors in Buffalo, A to Z

Every advisor in Buffalo →

Firms with the most CFA charterholders in Buffalo

Courier Capital, LLC 2Delaware Avenue Advisors Inc. 1North Woods Wealth Management 1Private Advisor Group, LLC 1Raymond James Financial Services Advisors, Inc. 1Sanderson Wealth Management, LLC 1Trubee Wealth Advisors, Inc. 1

CFA advisors in other New York cities

All of New York →

New York 640Rochester 20Pittsford 19Brooklyn 14Tarrytown 11Garden City 10Purchase 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 Buffalo, NY?

8 SEC-registered investment adviser representatives at firm offices in Buffalo, New York list the CFA designation; Courier Capital, 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 Buffalo?

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.