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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in New Hartford, NY

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

The short answer

4 CFA charterholders work in New Hartford; the most are at Ascent Wealth Partners, LLC (3). 1 are also registered broker representatives.

CFA advisors in New Hartford, A to Z

Every advisor in New Hartford →

Firms with the most CFA charterholders in New Hartford

Ascent Wealth Partners, LLC 3Robert W. Baird & Co. Incorporated 1

CFA advisors in other New York cities

All of 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 4Elmsford 3Hauppauge 3

Questions

How many CFA financial advisors are in New Hartford, NY?

4 SEC-registered investment adviser representatives at firm offices in New Hartford, New York list the CFA designation; Ascent Wealth Partners, 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 New Hartford?

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.