Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Purchase, NY
Every SEC-registered financial advisor at a firm office in Purchase who lists the Chartered Financial Analyst designation, A to Z.
9 CFA charterholders work in Purchase; the most are at Morgan Stanley (5). 7 are also registered broker representatives.
CFA advisors in Purchase, A to Z
Every advisor in Purchase →- Jeffrey J. CramptonWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ryan DarmofalHightower Advisors, LLC · Chartered Financial Analyst
- Heather M. HackettMorgan Stanley · Chartered Financial Analyst
- Perry A. HopperMorgan Stanley · Chartered Financial Analyst
- Courtney IngrahamHightower Advisors, LLC · Chartered Financial Analyst
- Michael B. KislinMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- Kevin E. KopczynskiMorgan Stanley · Chartered Financial Analyst
- Jeffrey A. MeyerSeacrest Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Richard C. NolanMorgan Stanley · Chartered Financial Analyst
Firms with the most CFA charterholders in Purchase
Morgan Stanley 5Hightower Advisors, LLC 2Seacrest Wealth Management, LLC 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other New York cities
All of New York →New York 640Rochester 20Pittsford 19Brooklyn 14Tarrytown 11Garden City 10Buffalo 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 Purchase, NY?
9 SEC-registered investment adviser representatives at firm offices in Purchase, New York list the CFA designation; Morgan Stanley employs the most of them (5).
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 Purchase?
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.