Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Pittsford, NY
Every SEC-registered financial advisor at a firm office in Pittsford who lists the Chartered Financial Analyst designation, A to Z.
19 CFA charterholders work in Pittsford; the most are at Alesco Advisors, LLC, An Esl Company (4). 1 are also registered broker representatives.
CFA advisors in Pittsford, A to Z
Every advisor in Pittsford →- Mark E. ArmbrusterArmbruster Capital Management, Inc. · Chartered Financial Analyst
- Vincent J. CraneFlower City Capital LLC · Chartered Financial Analyst
- Todd D. GreenAlesco Advisors, LLC, An Esl Company · Chartered Financial Analyst
- Elliott F. HillmanWealth Enhancement Advisory Services, LLC · Chartered Financial Analyst
- Michael E. JonesHigh Probability Advisors, LLC · Chartered Financial Analyst
- Daniel L. LippincottKarpus Investment Management · Chartered Financial Analyst
- Douglass C. LyonLyon Capital Management, LLC · Chartered Financial Analyst
- John B. McGowanTwo Point Capital Management, Inc. · Chartered Financial Analyst
- Christopher R. MirrioneAlesco Advisors, LLC, An Esl Company · Chartered Financial Analyst
- Stephen T. MitchellAlesco Advisors, LLC, An Esl Company · Chartered Financial Analyst
- Scott NascaGeneration Capital Management LLC · Chartered Financial Analyst
- Dale R. Rehkopf IIEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Michael E. RizzoloFlower City Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. RussoWorld Investment Advisors, LLC · Chartered Financial Analyst
- Kevin RusterAlesco Advisors, LLC, An Esl Company · Chartered Financial Analyst
- Thomas M. SauerWealth Enhancement Advisory Services, LLC · Chartered Financial Analyst
- Harold E. ShillWealth Enhancement Advisory Services, LLC · Chartered Financial Analyst
- Richard H. Van Kuren Jr.Lvw Advisors, LLC · Chartered Financial Analyst
- Luca C. ZambitoArmbruster Capital Management, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Pittsford
Alesco Advisors, LLC, An Esl Company 4Wealth Enhancement Advisory Services, LLC 3Armbruster Capital Management, Inc. 2Flower City Capital LLC 2Edward Jones 1Generation Capital Management LLC 1High Probability Advisors, LLC 1Karpus Investment Management 1Lvw Advisors, LLC 1Lyon Capital Management, LLC 1Two Point Capital Management, Inc. 1World Investment Advisors, LLC 1
CFA advisors in other New York cities
All of New York →New York 640Rochester 20Brooklyn 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 3
Questions
How many CFA financial advisors are in Pittsford, NY?
19 SEC-registered investment adviser representatives at firm offices in Pittsford, New York list the CFA designation; Alesco Advisors, LLC, An Esl Company employs the most of them (4).
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 Pittsford?
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.