Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Reston, VA
Every SEC-registered financial advisor at a firm office in Reston who lists the Chartered Financial Analyst designation, A to Z.
15 CFA charterholders work in Reston; the most are at Mason Investment Advisory Services Inc. (3). 0 are also registered broker representatives.
CFA advisors in Reston, A to Z
Every advisor in Reston →- Thomas N. FalkenberryModern Wealth Management, LLC · Chartered Financial Analyst
- Kevin J. GalvinHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eran GoudesWealthspire Advisors · Certified Financial Planner, Chartered Financial Analyst
- Herbert G. Hopwood IIIHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Derek LesnakMason Investment Advisory Services Inc. · Chartered Financial Analyst
- Kenny D. MezherThe Burney Company · Chartered Financial Analyst
- Amy A. MitchellMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Stefan N. PatchanMason Investment Advisory Services Inc. · Chartered Financial Analyst
- Ryan C. PhillipsGuidepoint Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Lowell D. Pratt Jr.The Burney Company · Chartered Financial Analyst
- Aaron J. RosenF L Putnam Investment Management Co. · Chartered Financial Analyst
- Matthew D. ShriverAlexander Randolph Advisory Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joshua R. ToggerCresset Asset Management, LLC · Chartered Financial Analyst
- John K. WitcherMai Capital Management, LLC · Chartered Financial Analyst
- Charles T. YorkUnited Capital Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Reston
Mason Investment Advisory Services Inc. 3Hopwood Financial Services, Inc. 2The Burney Company 2Alexander Randolph Advisory Inc. 1Cresset Asset Management, LLC 1F L Putnam Investment Management Co. 1Guidepoint Financial Planning 1Mai Capital Management, LLC 1Modern Wealth Management, LLC 1United Capital Financial Advisors 1Wealthspire Advisors 1
CFA advisors in other Virginia cities
All of Virginia →Richmond 107Arlington 23McLean 22Vienna 18Norfolk 16Alexandria 15Virginia Beach 15Charlottesville 13Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3
Questions
How many CFA financial advisors are in Reston, VA?
15 SEC-registered investment adviser representatives at firm offices in Reston, Virginia list the CFA designation; Mason Investment Advisory Services Inc. employs the most of them (3).
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 Reston?
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.