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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Tysons Corner, VA

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

4 CFA charterholders work in Tysons Corner; the most are at Harbour Capital Advisors, LLC (2). 1 are also registered broker representatives.

CFA advisors in Tysons Corner, A to Z

Every advisor in Tysons Corner →
  • Michael R. ElliottHarbour Capital Advisors, LLC · Chartered Financial Analyst
  • Rast M. GozehKassira Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Thomas S. KimHarbour Capital Advisors, LLC · Chartered Financial Analyst
  • Daniel J. SteinCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Tysons Corner

Harbour Capital Advisors, LLC 2Charles Schwab & Co., Inc. 1Kassira Wealth Management, LLC 1

CFA advisors in other Virginia cities

All of Virginia →

Richmond 107Arlington 23McLean 22Vienna 18Norfolk 16Alexandria 15Reston 15Virginia Beach 15Charlottesville 13Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Williamsburg 4Harrisonburg 3Henrico 3

Questions

How many CFA financial advisors are in Tysons Corner, VA?

4 SEC-registered investment adviser representatives at firm offices in Tysons Corner, Virginia list the CFA designation; Harbour Capital Advisors, LLC 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 Tysons Corner?

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.