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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Williamsville, NY

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

6 CFA charterholders work in Williamsville; the most are at Dopkins Wealth Management, LLC (1). 2 are also registered broker representatives.

CFA advisors in Williamsville, A to Z

Every advisor in Williamsville →
  • Peter F. BrucatoPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Kevin MonheimDopkins Wealth Management, LLC · Chartered Financial Analyst
  • John E. ThurIndependent Solutions Wealth Management, LLC · Chartered Financial Analyst
  • Randy D. TothOsaic Wealth, Inc. · Chartered Financial Analyst
  • Jeffrey H. ViksjoOgorek Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Ian WoodsNorthcape Wealth Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Williamsville

Dopkins Wealth Management, LLC 1Independent Solutions Wealth Management, LLC 1Northcape Wealth Management 1Ogorek Wealth Management, LLC 1Osaic Wealth, Inc. 1Private Advisor Group, 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 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 Williamsville, NY?

6 SEC-registered investment adviser representatives at firm offices in Williamsville, New York list the CFA designation; Dopkins Wealth Management, LLC employs the most of them (1).

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 Williamsville?

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.