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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Tarrytown, NY

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

11 CFA charterholders work in Tarrytown; the most are at Citizens Private Wealth (8). 6 are also registered broker representatives.

CFA advisors in Tarrytown, A to Z

Every advisor in Tarrytown →
  • Christopher H. AdamsCitizens Private Wealth · Chartered Financial Analyst
  • Stephen A. DelgadoCitizens Private Wealth · Chartered Financial Analyst
  • George P. GippCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Jeffrey K. HannaCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Michael D. HansCitizens Private Wealth · Chartered Financial Analyst
  • Raymond D. HegartyFifth Third Wealth Advisors LLC · Chartered Financial Analyst
  • Marc K. OdoSwan Global Investments, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Matthew RuffaloCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Lester SatlowCitizens Private Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Jeffrey A. SuttonCitizens Securities, Inc. · Chartered Financial Analyst
  • Mitchell WeitzCitizens Private Wealth · Chartered Financial Analyst

Firms with the most CFA charterholders in Tarrytown

Citizens Private Wealth 8Citizens Securities, Inc. 1Fifth Third Wealth Advisors LLC 1Swan Global Investments, LLC 1

CFA advisors in other New York cities

All of New York →

New York 640Rochester 20Pittsford 19Brooklyn 14Garden 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 Tarrytown, NY?

11 SEC-registered investment adviser representatives at firm offices in Tarrytown, New York list the CFA designation; Citizens Private Wealth employs the most of them (8).

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 Tarrytown?

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.