Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Wexford, PA
Every SEC-registered financial advisor at a firm office in Wexford who lists the Chartered Financial Analyst designation, A to Z.
10 CFA charterholders work in Wexford; the most are at Gibson Capital, LLC (4). 1 are also registered broker representatives.
CFA advisors in Wexford, A to Z
Every advisor in Wexford →- William E. BakerStratos Wealth Advisors LLC · Chartered Financial Analyst
- Eric L. DemicoGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kimberly T. FlemingRobert W. Baird & Co. Incorporated · Chartered Financial Analyst
- Jonathan GreboskyGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Chad E. HilemanGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Walter A. LaubAspire Wealth Architects · Certified Financial Planner, Chartered Financial Analyst
- Thomas C. McGahanEamon Capital Management, LLC · Chartered Financial Analyst
- Jeffrey P. MuhlenkampMuhlenkamp & Co. Inc. · Chartered Financial Analyst
- Christopher J. SidoniGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew A. YanniYanni & Associates Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Wexford
Gibson Capital, LLC 4Aspire Wealth Architects 1Eamon Capital Management, LLC 1Muhlenkamp & Co. Inc. 1Robert W. Baird & Co. Incorporated 1Stratos Wealth Advisors LLC 1Yanni & Associates Investment Advisors, 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 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 Wexford, PA?
10 SEC-registered investment adviser representatives at firm offices in Wexford, Pennsylvania list the CFA designation; Gibson Capital, 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 Wexford?
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.