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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Pepper Pike, OH

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

The short answer

14 CFA charterholders work in Pepper Pike; the most are at Carnegie Investment Counsel (8). 2 are also registered broker representatives.

CFA advisors in Pepper Pike, A to Z

Every advisor in Pepper Pike →

Firms with the most CFA charterholders in Pepper Pike

Carnegie Investment Counsel 8Virtera Partners LLC 32 Knights Wealth Management, LLC 1Eagle Strategies LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 139Cleveland 46Columbus 36Dublin 19Akron 14Beachwood 9Cincinatti 8Dayton 8Independence 7Richfield 6Orange Village 4Westlake 4Canton 3Mayfield Heights 3Powell 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Pepper Pike, OH?

14 SEC-registered investment adviser representatives at firm offices in Pepper Pike, Ohio list the CFA designation; Carnegie Investment Counsel employs the most of them (8).

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 Pepper Pike?

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.