Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Vermont
Every SEC-registered financial advisor in Vermont who lists the Chartered Financial Analyst designation, by city.
29 CFA charterholders work in Vermont; the most are in Burlington (11).
Cities in Vermont with CFA charterholders
Every advisor in Vermont →Burlington 11Montpelier 5South Burlington 4Shelburne 3
5 smaller places with one or two CFA charterholders are in the advisor search.
CFA advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFA financial advisors are in Vermont?
29 SEC-registered investment adviser representatives in Vermont list the CFA designation; the most work in Burlington (11).
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.
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.