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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Beachwood, OH

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

9 CFA charterholders work in Beachwood; the most are at Stratos Investment Management, LLC (3). 1 are also registered broker representatives.

CFA advisors in Beachwood, A to Z

Every advisor in Beachwood →

Firms with the most CFA charterholders in Beachwood

Stratos Investment Management, LLC 3Oneseven 2Cm Wealth Advisors LLC 1Oncenter Financial Advisors LLC 1Shaker Investments 1Stratos Wealth Partners, Ltd. 1Wealthspire Advisors 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Beachwood, OH?

9 SEC-registered investment adviser representatives at firm offices in Beachwood, Ohio list the CFA designation; Stratos Investment Management, LLC employs the most of them (3).

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 Beachwood?

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.