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Designations / CFA charterholders

CFA charterholders in District of Columbia

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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33 advisors

F/m Investments
38yrs
Gary Hurlbut
Financial advisor
900 19th St NW Suite 203
Washington, DC 20006
Top advisor by experience at F/m Investments
CFAFiduciary
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Missionsquare Retirement
32yrs
Charles Mansfield
Financial advisor
777 North Capitol Street NE, Suite 600
Washington, DC 20002
Top 8% by experience at Missionsquare Retirement
CFAFiduciary
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Cibc Private Wealth Advisors
31yrs
Heather Errigo
Financial advisor
1201 F Street NW #900
Washington, DC 20004
Top 15% by experience nationwide
CFACFP®Fiduciary
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Focus Partners Wealth
29yrs
Donald Harris
Financial advisor
900 17th Street, NW Suite 920
Washington, DC 20006
Top 12% by experience at Focus Partners Wealth
CFAFiduciary
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UBS Financial Services
26yrs
Christopher Gee
Financial advisor
1700 M Street NW 5th Floor
Washington, DC 20036
More experience than 74% of advisors in Washington
CFAFiduciary
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UBS Financial Services
25yrs
John Hanley
Financial advisor
1700 M Street NW 5th Floor
Washington, DC 20036
More experience than 73% of advisors in District of Columbia
CFAFiduciary
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J.P. Morgan Securities
23yrs
Courtney Straus
Financial advisor
875 15th St NW Floor 10
Washington, DC 20005
Top 14% by experience at J.P. Morgan Securities
CFAFiduciary
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F/m Investments
22yrs
Barry Julien
Financial advisor
900 19th St NW Suite 203
Washington, DC 20006
Top 21% by experience at F/m Investments
CFA
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F/m Investments
21yrs
Daniel Skubiz
Financial advisor
900 19th St NW Suite 203
Washington, DC 20006
More experience than 65% of advisors in Washington
CFAInvestingRetirement plans
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Tyndale Investments
19yrs
Mark Dickson
Financial advisor
1120 Connecticut Avenue NW Fifth Floor
Washington, DC 20036
More experience than 59% of advisors in District of Columbia
CFAFee-only firm
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Morgan Stanley
17yrs
Rick Baray
Financial advisor
Washington, DC
More experience than 55% of advisors in Washington
CFACFP®Fiduciary
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Citigroup Global Markets
17yrs
Andrew Marshall
Financial advisor
Citi Private Bank 1101 Pennsylvania Ave., NW, 11th Floor
Washington, DC 20004
More experience than 64% of advisors at Citigroup Global Markets
CFAFiduciary
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F/m Investments
16yrs
Chong Han
Financial advisor
900 19th St NW Suite 203
Washington, DC 20006
More experience than 53% of advisors in Washington
CFAInvestingRetirement plans
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Cetera Investment Advisers
16yrs
Angela Beckham
Financial advisor
316 Pennsylvania Ave SE Suite 402
Washington, DC 20003
More experience than 53% of advisors in Washington
CFACFP®Fiduciary
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Morgan Stanley
16yrs
Adam Geffner
Financial advisor
1747 Pennsylvania Ave NW Suite 900
Washington, DC 20006
More experience than 53% of advisors in Washington
CFAFiduciary
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Morgan Stanley
15yrs
Ryan Maki
Financial advisor
1747 Pennsylvania Ave NW Suite 900
Washington, DC 20006
More experience than 52% of advisors in Washington
CFAFiduciary
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Citigroup Global Markets
12yrs
Ankit Choksi
Financial advisor
Citi Private Bank 1101 Pennsylvania Ave, NW, 11th Floor
Washington, DC 20004
More experience than 52% of advisors at Citigroup Global Markets
CFAFiduciary
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Morgan Stanley
10yrs
Kevin Shavalay
Financial advisor
1747 Pennsylvania Ave NW Suite 900
Washington, DC 20006
10 years in the industry
CFAFiduciary
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GC Wealth Management RIA
10yrs
Rohan Munsif
Financial advisor
800 Connecticut Avenue, NW Floor 3, Suites 315
Washington, DC 20006
10 years in the industry
CFAPlanningInvesting
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Aption Advisors
10yrs
Jasha Lilaj
Financial advisor
1100 15th St NW
Washington, DC 20005
10 years in the industry
CFAInvesting
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Advice and Planning Services
7yrs
Lynn Snyder
Financial advisor
1300 Eye Street Suite 300w
Washington, DC 20005
7 years in the industry
CFAPlanningInvesting
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J.P. Morgan Securities
6yrs
Kylie Jenkins
Financial advisor
875 15th St NW Floor 10
Washington, DC 20005
6 years in the industry
CFAFiduciary
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GC Wealth Management RIA
6yrs
Jonathan Hartley
Financial advisor
800 Connecticut Avenue, NW Floor 3, Suite 315
Washington, DC 20006
6 years in the industry
CFAPlanningInvesting
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Commonwealth Financial Network
6yrs
Hui Zhu
Financial advisor
Washington, DC
6 years in the industry
CFAFiduciary
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