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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Conshohocken, PA

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

22 CFA charterholders work in Conshohocken; the most are at Copeland Capital Management, LLC (4). 6 are also registered broker representatives.

CFA advisors in Conshohocken, A to Z

Every advisor in Conshohocken →

Firms with the most CFA charterholders in Conshohocken

Copeland Capital Management, LLC 4Pathstone 4Pitcairn 4Hbks Wealth Advisors 2Addison Capital 1Arin Risk Advisors LLC 1Brg Financial, LLC 1Independent Financial Partners 1Mma Asset Management LLC 1Mma Securities LLC 1Nest Egg 1Overture Wealth Management 1Rockefeller Financial LLC 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Malvern 20Newtown Square 17Sewickley 13King Of Prussia 12West Chester 12Radnor 10Warrendale 10Wexford 10Chadds Ford 8Lancaster 8Bethlehem 7Fort Washington 7New Hope 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5Plymouth Meeting 5State College 5

Questions

How many CFA financial advisors are in Conshohocken, PA?

22 SEC-registered investment adviser representatives at firm offices in Conshohocken, Pennsylvania list the CFA designation; Copeland Capital Management, LLC employs the most of them (4).

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 Conshohocken?

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.