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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Montpelier, VT

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

5 CFA charterholders work in Montpelier; the most are at Maple Capital Management, Inc. (4). 0 are also registered broker representatives.

CFA advisors in Montpelier, A to Z

Every advisor in Montpelier →

Firms with the most CFA charterholders in Montpelier

Maple Capital Management, Inc. 4The Alchemist Fund 1

CFA advisors in other Vermont cities

All of Vermont →

Burlington 11South Burlington 4Shelburne 3

Questions

How many CFA financial advisors are in Montpelier, VT?

5 SEC-registered investment adviser representatives at firm offices in Montpelier, Vermont list the CFA designation; Maple Capital Management, Inc. 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 Montpelier?

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.