Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Charlottesville, VA
Every SEC-registered financial advisor at a firm office in Charlottesville who lists the Chartered Financial Analyst designation, A to Z.
The short answer
14 CFA charterholders work in Charlottesville; the most are at &Partners (1). 2 are also registered broker representatives.
CFA advisors in Charlottesville, A to Z
Every advisor in Charlottesville →- Joseph T. Antonelli Jr.Cetera Investment Advisers LLC · Chartered Financial Analyst
- Ty W. BilderbackSolitude Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Patrick N. Carroll&Partners · Certified Financial Planner, Chartered Financial Analyst
- James M. ChildressCary Street Partners · Chartered Financial Analyst
- George B. Craddock IIIRanger Global Holdings LLC · Chartered Financial Analyst
- Jonathan W. HillInvesture, LLC · Chartered Financial Analyst
- Christopher H. JacksonDrystone LLC · Chartered Financial Analyst
- Adam M. KingBrown Advisory · Chartered Financial Analyst
- Lawrence E. KochardMakena Capital Management, LLC · Chartered Financial Analyst
- Douglass W. List31 Moorgate, Inc. · Chartered Financial Analyst
- Mark A. MeulenbergMasonry Capital Management, LLC · Chartered Financial Analyst
- Rodney N. SullivanVesteer Wealth Management, LLC · Chartered Financial Analyst
- Peter W. TuzChase Investment Counsel Corporation · Certified Financial Planner, Chartered Financial Analyst
- David B. Van RoijenSplit Creek LLC Dba Split Creek Capital LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Charlottesville
&Partners 131 Moorgate, Inc. 1Brown Advisory 1Cary Street Partners 1Cetera Investment Advisers LLC 1Chase Investment Counsel Corporation 1Drystone LLC 1Investure, LLC 1Makena Capital Management, LLC 1Masonry Capital Management, LLC 1Ranger Global Holdings LLC 1Solitude Financial Services, Inc. 1Split Creek LLC Dba Split Creek Capital LLC 1Vesteer Wealth Management, LLC 1
CFA advisors in other Virginia cities
All of Virginia →Richmond 107Arlington 23McLean 22Vienna 18Norfolk 16Alexandria 15Reston 15Virginia Beach 15Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3
Questions
How many CFA financial advisors are in Charlottesville, VA?
14 SEC-registered investment adviser representatives at firm offices in Charlottesville, Virginia list the CFA designation; &Partners 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 Charlottesville?
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.