Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Shelburne, VT
Every SEC-registered financial advisor at a firm office in Shelburne who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Shelburne; the most are at Blue Slate Investment Management (1). 0 are also registered broker representatives.
CFA advisors in Shelburne, A to Z
Every advisor in Shelburne →- Erik Giard-ChaseBlue Slate Investment Management · Chartered Financial Analyst
- Aileen J. KrausM. Kraus & Company · Chartered Financial Analyst
- Joshua KrukFocus 50 Wealth Management LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Shelburne
Blue Slate Investment Management 1Focus 50 Wealth Management LLC 1M. Kraus & Company 1
CFA advisors in other Vermont cities
All of Vermont →Questions
How many CFA financial advisors are in Shelburne, VT?
3 SEC-registered investment adviser representatives at firm offices in Shelburne, Vermont list the CFA designation; Blue Slate Investment Management 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 Shelburne?
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.