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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Garden City, NY

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

The short answer

10 CFA charterholders work in Garden City; the most are at Morgan Stanley (2). 3 are also registered broker representatives.

CFA advisors in Garden City, A to Z

Every advisor in Garden City →

Firms with the most CFA charterholders in Garden City

Morgan Stanley 2Piton Investment Management, LP 2Aries Investment Advisors, LLC 1Arkadios Wealth Advisors 1Corient 1Hegarty Advisors, LLC 1Hilton Capital Management, LLC 1United Asset Strategies Inc. 1

CFA advisors in other New York cities

All of New York →

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

10 SEC-registered investment adviser representatives at firm offices in Garden City, New York list the CFA designation; Morgan Stanley 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 Garden City?

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.