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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Shaker Heights, OH

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

3 CFA charterholders work in Shaker Heights; the most are at Corient (2). 1 are also registered broker representatives.

CFA advisors in Shaker Heights, A to Z

Every advisor in Shaker Heights →

Firms with the most CFA charterholders in Shaker Heights

Corient 2Capital Advisors, Ltd., LLC 1Capital Analysts 1Lincoln Investment 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 3Mayfield Heights 3Sylvania 3

Questions

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

3 SEC-registered investment adviser representatives at firm offices in Shaker Heights, Ohio list the CFA designation; Corient 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 Shaker 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.