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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Mayfield Heights, OH

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

3 CFA charterholders work in Mayfield Heights; the most are at Ancora Advisors LLC (2). 3 are also registered broker representatives.

CFA advisors in Mayfield Heights, A to Z

Every advisor in Mayfield Heights →

Firms with the most CFA charterholders in Mayfield Heights

Ancora Advisors LLC 2Cambridge Investment Research Advisors, Inc. 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Mayfield Heights, OH?

3 SEC-registered investment adviser representatives at firm offices in Mayfield Heights, Ohio list the CFA designation; Ancora Advisors LLC employs the most of them (2).

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 Mayfield Heights?

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.