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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Syracuse, NY

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

The short answer

5 CFA charterholders work in Syracuse; the most are at Lipe & Dalton Investment Counsel (2). 0 are also registered broker representatives.

CFA advisors in Syracuse, A to Z

Every advisor in Syracuse →

Firms with the most CFA charterholders in Syracuse

Lipe & Dalton Investment Counsel 2Passive Capital Management, LLC 2Rockbridge Investment Management, LLC 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 5Fairport 4Forest Hills 4Great Neck 4New Hartford 4Elmsford 3Hauppauge 3

Questions

How many CFA financial advisors are in Syracuse, NY?

5 SEC-registered investment adviser representatives at firm offices in Syracuse, New York list the CFA designation; Lipe & Dalton Investment Counsel 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 Syracuse?

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.