Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bellaire, TX

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

5 CFA charterholders work in Bellaire; the most are at Ameriprise Financial Services, LLC (1). 2 are also registered broker representatives.

CFA advisors in Bellaire, A to Z

Every advisor in Bellaire →
  • Mahesh DesaiOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Jason S. LederLeder Fiduciary Capital LLC · Chartered Financial Analyst
  • Michael S. McHughAmeriprise Financial Services, LLC · Chartered Financial Analyst
  • Kevin B. SpiresBellaire Capital Management, LLC · Chartered Financial Analyst
  • Yao YaoWb Advisors Texas LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Bellaire

Ameriprise Financial Services, LLC 1Bellaire Capital Management, LLC 1Leder Fiduciary Capital LLC 1Osaic Wealth, Inc. 1Wb Advisors Texas LLC 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Bellaire, TX?

5 SEC-registered investment adviser representatives at firm offices in Bellaire, Texas list the CFA designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Bellaire?

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.