Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Malvern, PA
Every SEC-registered financial advisor at a firm office in Malvern who lists the Chartered Financial Analyst designation, A to Z.
20 CFA charterholders work in Malvern; the most are at Vanguard Advisers, Inc. (16). 16 are also registered broker representatives.
CFA advisors in Malvern, A to Z
Every advisor in Malvern →- Matthew J. CallaghanVanguard Advisers, Inc. · Chartered Financial Analyst
- Brian M. ConcannonVanguard Advisers, Inc. · Chartered Financial Analyst
- Jamie R. CookVanguard Advisers, Inc. · Chartered Financial Analyst
- Carolyn B. CrossVanguard Advisers, Inc. · Chartered Financial Analyst
- Lee C. FisherVanguard Advisers, Inc. · Chartered Financial Analyst
- Jeffrey FreemanVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Sarah K. GollerVanguard Advisers, Inc. · Chartered Financial Analyst
- Francis M. Kinniry Jr.Vanguard Advisers, Inc. · Chartered Financial Analyst
- Peter B. KokolusMason Investment Advisory Services Inc. · Chartered Financial Analyst
- Randy J. LeeVanguard Advisers, Inc. · Chartered Financial Analyst
- Nicholas J. LomantoVanguard Advisers, Inc. · Chartered Financial Analyst
- Joseph J. MorrisonVanguard Advisers, Inc. · Chartered Financial Analyst
- James L. OlsenMalvern Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Conor L. RyanVanguard Advisers, Inc. · Chartered Financial Analyst
- David SungMvo Private Wealth, LLC · Chartered Financial Analyst
- Grace C. TerraccianoVanguard Advisers, Inc. · Chartered Financial Analyst
- Ethan Y. WangVanguard Advisers, Inc. · Chartered Financial Analyst
- Grant WeiLimeral Research · Chartered Financial Analyst
- Massandje WilliamsVanguard Advisers, Inc. · Chartered Financial Analyst
- John D. WolfersbergerVanguard Advisers, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Malvern
Vanguard Advisers, Inc. 16Limeral Research 1Malvern Capital Management 1Mason Investment Advisory Services Inc. 1Mvo Private Wealth, LLC 1
CFA advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Conshohocken 22Newtown 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 Malvern, PA?
20 SEC-registered investment adviser representatives at firm offices in Malvern, Pennsylvania list the CFA designation; Vanguard Advisers, Inc. employs the most of them (16).
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 Malvern?
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.