Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in South Burlington, VT

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

4 CFA charterholders work in South Burlington; the most are at Intrack Investment Management, Inc. (2). 0 are also registered broker representatives.

CFA advisors in South Burlington, A to Z

Every advisor in South Burlington →
  • Matthew D. JohnsonIntrack Investment Management, Inc. · Chartered Financial Analyst
  • Matthew A. MalaneyBroadlake Financial Management · Chartered Financial Analyst
  • Brett C. PeltzerIntrack Investment Management, Inc. · Chartered Financial Analyst
  • Jody L. WhiteFarrow Financial Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in South Burlington

Intrack Investment Management, Inc. 2Broadlake Financial Management 1Farrow Financial Inc. 1

CFA advisors in other Vermont cities

All of Vermont →

Burlington 11Montpelier 5Shelburne 3

Questions

How many CFA financial advisors are in South Burlington, VT?

4 SEC-registered investment adviser representatives at firm offices in South Burlington, Vermont list the CFA designation; Intrack Investment Management, Inc. employs the most of them (2).

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 South 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.