Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Rochester, NY
Every SEC-registered financial advisor at a firm office in Rochester who lists the Chartered Financial Analyst designation, A to Z.
20 CFA charterholders work in Rochester; the most are at Captrust (4). 4 are also registered broker representatives.
CFA advisors in Rochester, A to Z
Every advisor in Rochester →- Thomas M. BartlettCaptrust · Chartered Financial Analyst
- Joseph CerquaSage, Rutty & Co., Inc. · Chartered Financial Analyst
- Matthew J. DarcySeneca Financial Advisors LLC · Chartered Financial Analyst
- Mark A. FienFien Capital Management, LLC · Chartered Financial Analyst
- Eric S. FurnalCaptrust · Chartered Financial Analyst
- Jason S. GarlockCaptrust · Chartered Financial Analyst
- Douglas R. JonesWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Matthew R. KelleyLPL Financial LLC · Chartered Financial Analyst
- Dennis E. LohouseMariner · Chartered Financial Analyst
- Jordan M. MillnerCaptrust · Chartered Financial Analyst
- William E. MooreWhitney & Company · Chartered Financial Analyst
- Robert F. Pickels IIIWhitney & Company · Chartered Financial Analyst
- Brennan R. RedmondSage, Rutty & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- Charles E. RuffLayline Advisors · Chartered Financial Analyst
- Corey A. Van LareSage, Rutty & Co., Inc. · Chartered Financial Analyst
- Damian WeidmannFien Capital Management, LLC · Chartered Financial Analyst
- Daniel WillothStrategic Advisers LLC · Chartered Financial Analyst
- Mark C. WyandLayline Advisors · Chartered Financial Analyst
- Omer YildizLPL Financial LLC · Chartered Financial Analyst
- Scott J. ZolloCore Alpha, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Rochester
Captrust 4Sage, Rutty & Co., Inc. 3Fien Capital Management, LLC 2LPL Financial LLC 2Layline Advisors 2Whitney & Company 2Core Alpha, Inc. 1Mariner 1Seneca Financial Advisors LLC 1Strategic Advisers LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFA advisors in other New York cities
All of New York →New York 640Pittsford 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 4New Hartford 4Elmsford 3Hauppauge 3
Questions
How many CFA financial advisors are in Rochester, NY?
20 SEC-registered investment adviser representatives at firm offices in Rochester, New York list the CFA designation; Captrust 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 Rochester?
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.