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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Vienna, VA

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

The short answer

18 CFA charterholders work in Vienna; the most are at Cetera Investment Advisers LLC (2). 7 are also registered broker representatives.

CFA advisors in Vienna, A to Z

Every advisor in Vienna →

Firms with the most CFA charterholders in Vienna

Cetera Investment Advisers LLC 2D'Orazio Wealth Advisors 2Pactolus 2RBC Capital Markets, LLC 2Amicus Advisors LLC 1Atomic Invest LLC 1Hopwood Financial Services, Inc. 1Keel Point, LLC 1Lewis-Berkeley Asset Management 1Missions Services, LLC 1Pitcairn 1Rembert Pendleton Jackson 1Sovereign 1Td Private Client Wealth LLC 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Vienna, VA?

18 SEC-registered investment adviser representatives at firm offices in Vienna, Virginia list the CFA designation; Cetera Investment Advisers 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 Vienna?

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.