Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in New Hope, PA
Every SEC-registered financial advisor at a firm office in New Hope who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in New Hope; the most are at Rockwood Wealth Management, LLC (4). 1 are also registered broker representatives.
CFA advisors in New Hope, A to Z
Every advisor in New Hope →- Scott R. AbernethyTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
- Jason W. CooperRockwood Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey B. LlewellynRockwood Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kevin M. MeansSapient Investments LLC · Chartered Financial Analyst
- Emily O'ConnorRockwood Wealth Management, LLC · Chartered Financial Analyst
- Travis S. Roe-RaymondRockwood Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mackenzie RoedelAmeriprise Financial Services, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in New Hope
Rockwood Wealth Management, LLC 4Ameriprise Financial Services, LLC 1Sapient Investments LLC 1Tiaa-Cref Individual & Institutional Services, LLC 1
CFA advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Conshohocken 22Malvern 20Newtown Square 17Sewickley 13King Of Prussia 12West Chester 12Radnor 10Warrendale 10Wexford 10Chadds Ford 8Lancaster 8Bethlehem 7Fort Washington 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5Plymouth Meeting 5State College 5
Questions
How many CFA financial advisors are in New Hope, PA?
7 SEC-registered investment adviser representatives at firm offices in New Hope, Pennsylvania list the CFA designation; Rockwood Wealth 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 New Hope?
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.