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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Woodbury, NY

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

The short answer

4 CFA charterholders work in Woodbury; the most are at Consolidated Portfolio Review Corp. (1). 3 are also registered broker representatives.

CFA advisors in Woodbury, A to Z

Every advisor in Woodbury →
  • Robert McNamaraPark Avenue Securities LLC · Chartered Financial Analyst
  • Chad NeaultVanderbilt Advisory Services · Chartered Financial Analyst
  • Michael PainWells Fargo Clearing Services, LLC · Chartered Financial Analyst
  • Kathleen M. RobinsConsolidated Portfolio Review Corp. · Chartered Financial Analyst

Firms with the most CFA charterholders in Woodbury

Consolidated Portfolio Review Corp. 1Park Avenue Securities LLC 1Vanderbilt Advisory Services 1Wells Fargo Clearing Services, LLC 1

CFA advisors in other New York cities

All of New York →

New York 703Pittsford 20Rochester 19Brooklyn 17Garden City 12Melville 11Tarrytown 11Purchase 9Utica 8White Plains 8Buffalo 7Albany 6Amherst 6Great Neck 6New York City 6Fairport 5Forest Hills 5Rye Brook 5Saratoga Springs 5Syracuse 5Williamsville 5Briarcliff Manor 4Jericho 4New Hartford 4

Questions

How many CFA financial advisors are in Woodbury, NY?

4 SEC-registered investment adviser representatives at firm offices in Woodbury, New York list the CFA designation; Consolidated Portfolio Review Corp. 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 Woodbury?

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.