Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Burlington, VT
Every SEC-registered financial advisor at a firm office in Burlington who lists the Chartered Financial Analyst designation, A to Z.
11 CFA charterholders work in Burlington; the most are at Hanson & Doremus Investment Management (6). 0 are also registered broker representatives.
CFA advisors in Burlington, A to Z
Every advisor in Burlington →- Mark R. AndrewsHanson & Doremus Investment Management · Chartered Financial Analyst
- Anne W. DoremusHanson & Doremus Investment Management · Chartered Financial Analyst
- Elisabeth A. FordHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Joshua L. GrahamWestview Investment Advisors · Chartered Financial Analyst
- Michael L. HuffmanRock Point Advisors, LLC · Chartered Financial Analyst
- Timothy A. HumphreyRock Point Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Neil K. MackerHanson & Doremus Investment Management · Chartered Financial Analyst
- Matthew D. McBrideOne Day In July LLC · Chartered Financial Analyst
- Evan I. PembertonHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Alexander A. WatsonHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Todd A. WulfsonRock Point Advisors, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Burlington
Hanson & Doremus Investment Management 6Rock Point Advisors, LLC 3One Day In July LLC 1Westview Investment Advisors 1
CFA advisors in other Vermont cities
All of Vermont →Questions
How many CFA financial advisors are in Burlington, VT?
11 SEC-registered investment adviser representatives at firm offices in Burlington, Vermont list the CFA designation; Hanson & Doremus Investment Management employs the most of them (6).
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 Burlington?
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.