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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bellevue, WA

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

The short answer

58 CFA charterholders work in Bellevue; the most are at Coldstream Wealth Management (7). 10 are also registered broker representatives.

CFA advisors in Bellevue, A to Z

Every advisor in Bellevue →

Firms with the most CFA charterholders in Bellevue

Coldstream Wealth Management 7Tschetter Group 3Aletheian Wealth Advisors LLC 2Avier Wealth Advisors 2Corient 2Evergreen Capital Management LLC 2Lido 2Parcion Private Wealth LLC 2Pathstone 2Altravue Capital, LLC 1Ameriprise Financial Services, LLC 1Auxano Advisors 1Basecamp Wealth Advisors, LLC 1Bridgebay 1Captrust 1

CFA advisors in other Washington cities

All of Washington →

Seattle 116Camas 9Kirkland 9Vancouver 9Edmonds 8Mercer Island 8Spokane 8Bellingham 7Bainbridge Island 5Puyallup 4Gig Harbor 3Tacoma 3

Questions

How many CFA financial advisors are in Bellevue, WA?

58 SEC-registered investment adviser representatives at firm offices in Bellevue, Washington list the CFA designation; Coldstream Wealth Management employs the most of them (7).

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 Bellevue?

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.