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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Dayton, OH

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

8 CFA charterholders work in Dayton; the most are at Waverly Advisors, LLC (3). 1 are also registered broker representatives.

CFA advisors in Dayton, A to Z

Every advisor in Dayton →
  • Shon P. AndersonAnderson Financial Strategies, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Mitchell T. BodenmillerWaverly Advisors, LLC · Chartered Financial Analyst
  • Judith L. DicenzoKestra Advisory Services, LLC · Chartered Financial Analyst
  • Robert E. HenrichParallel Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Ryan P. JohnsonWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Andrew K. LeInvestable · Chartered Financial Analyst
  • Robert J. Suttman IIEubel Brady & Suttman · Chartered Financial Analyst
  • Allen Z. ThumaWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Dayton

Waverly Advisors, LLC 3Anderson Financial Strategies, LLC 1Eubel Brady & Suttman 1Investable 1Kestra Advisory Services, LLC 1Parallel Advisors, LLC 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Dayton, OH?

8 SEC-registered investment adviser representatives at firm offices in Dayton, Ohio list the CFA designation; Waverly Advisors, 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 Dayton?

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.