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Designations / CFA charterholders

CFA charterholders in New Jersey

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

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349 advisors

Merrion Investment Management
43yrs
John Callahan
Financial advisor
184 North Ave. East
Cranford, NJ 07016
Top 2% by experience in Cranford
CFA
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Legacy Investment Advisors
42yrs
Mitchell Pinheiro
Financial advisor
603 Sheppard Road
Voorhees, NJ 08043
Top 2% by experience nationwide
CFAFiduciary
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Modera Wealth Management
42yrs
Charles Boinske
Financial advisor
56 Jefferson Avenue
Westwood, NJ 07675
Top advisor by experience at Modera Wealth Management
CFAFiduciary
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Lincoln Asset Management
42yrs
Daniel Noll
Financial advisor
Maplewood, NJ
Top advisor by experience in Maplewood
CFA
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Tandem Capital Management
41yrs
Kent Sheng
Financial advisor
50 Tice Boulevard
Woodcliff Lake, NJ 07677
Top 3% by experience nationwide
CFA
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TD Private Client Wealth
40yrs
Jason Wallach
Financial advisor
1100 Lake Street 3rd Floor
Ramsey, NJ 07446
Top 1% by experience at TD Private Client Wealth
CFAFiduciary
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Simplicity Wealth
39yrs
Thomas Rozman
Financial advisor
475 Springfield Ave. Suite #1
Summit, NJ 07901
Top 3% by experience at Simplicity Wealth
CFA
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Belpointe Asset Management
39yrs
Robert Eng
Financial advisor
Princeton, NJ
Top 3% by experience at Belpointe Asset Management
CFA
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Cantata Wealth Management
39yrs
Kevin Barry
Financial advisor
Avalon, NJ
Top 5% by experience nationwide
CFACFP®Fiduciary
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Princeton Global Asset Management
39yrs
Paul Gerard
Financial advisor
17 Hulfish Street Suite 240
Princeton, NJ 08542
Top 4% by experience in Princeton
CFAFiduciary
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Curbstone Advisors
37yrs
Matthew Morano
Financial advisor
19 Engle St
Tenafly, NJ 07670
Top 6% by experience nationwide
CFAFiduciary
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Sterling Financial Planning
36yrs
Glen Thomas
Financial advisor
60 Blue Heron Road, Suite 201
Sparta, NJ 07871
Top 7% by experience nationwide
CFA
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Investment Partners Asset Management
36yrs
Robert Voccola
Financial advisor
10 Station Place
Metuchen, NJ 08840
Top advisor by experience at Investment Partners Asset Management
CFAFiduciary
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Regency Wealth Management
36yrs
Andrew Aran
Financial advisor
500 North Franklin Turnpike Suite 212
Ramsey, NJ 07446
Top advisor by experience at Regency Wealth Management
CFA
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Modera Wealth Management
36yrs
Thomas Orecchio
Financial advisor
56 Jefferson Avenue
Westwood, NJ 07675
Top 3% by experience at Modera Wealth Management
CFACFP®ChFC
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Princeton Global Asset Management
35yrs
Joel Heymsfeld
Financial advisor
17 Hulfish Street Suite 240
Princeton, NJ 08542
Top 6% by experience in Princeton
CFAFiduciary
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Constantia Capital
35yrs
Harvey Fram
Financial advisor
17 Hendrickson Road Suite 100
Lawrenceville, NJ 08648
Top 8% by experience nationwide
CFA
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Beacon Trust
35yrs
Spencer Marsh
Financial advisor
163 Madison Avenue
Morristown, NJ 07960
Top 8% by experience nationwide
CFAFiduciary
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Advice and Planning Services
35yrs
Lisa Gallo
Financial advisor
Summit, NJ
Top 2% by experience at Advice and Planning Services
CFA
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Bourne Lent Asset Managament
35yrs
John Lent
Financial advisor
101 Park Street
Montclaire, NJ 07042
Top 9% by experience nationwide
CFAFiduciary
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Lord, Abbett & Co.
35yrs
Stephen Hillebrecht
Financial advisor
30 Hudson Street
Jersey City, NJ 07302
Top 1% by experience at Lord, Abbett & Co.
CFA
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McRae Capital Management
34yrs
Roderick McRae
Financial advisor
230 Madison Avenue
Morristown, NJ 07960
Top 9% by experience nationwide
CFAFiduciary
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