ChooseAFinancialAdvisor.com
Designations / CFA charterholders

CFA charterholders in New York

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

AKALARASAZCACOCTDCDEFLGAGUHIIAIDILINKSKYLAMAMDMEMIMNMOMPMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

883 advisors

Penbrook Management
46yrs
Barbara Chacour
Financial advisor
880 Third Avenue 16th Floor
New York, NY 10022
Top 1% by experience in New York
CFA
Call Directions
Kahn Brothers Advisors
46yrs
Thomas Kahn
Financial advisor
555 Madison Ave Suite 1303
New York, NY 10022
Top 1% by experience in New York
CFAFiduciary
Call Directions
Herold Advisors
45yrs
Lawrence Herold
Financial advisor
711 3rd Avenue Suite 1802
New York, NY 10017
Top advisor by experience at Herold Advisors
CFA
Call Directions
Steginsky Capital
45yrs
Andrew Steginsky
Financial advisor
Port Washington, NY
Top advisor by experience in Port Washington
CFAFiduciary
Call Directions
Gamco Asset Management
44yrs
Howard Ward
Financial advisor
One Corporate Center
Rye, NY 10580
Top advisor by experience in Rye
CFAFiduciary
Call Directions
Cantor Fitzgerald Investment Advisors
43yrs
Joseph Morrell
Financial advisor
110 East 59th Street 7th Floor
New York, NY 10022
Top 1% by experience in New York
CFAFiduciary
Call Directions
Elco Management
43yrs
Paul Elliot
Financial advisor
369 Lexington Avenue 3rd Floor
New York, NY 10017
Top advisor by experience at Elco Management
CFA
Call Directions
Private Advisor Group
43yrs
Michael Pratt
Financial advisor
120 W Tupper St Suite 205
Buffalo, NY 14201
Top 1% by experience in New York
CFAFiduciary
Call Directions
Siegel Asset Management Partners
43yrs
Yves Siegel
Financial advisor
Plainview, NY
Top 1% by experience in New York
CFA
Call Directions
John W. Bristol &
42yrs
James Engle
Financial advisor
48 Wall Street, 18th Floor
New York, NY 10005
Top 2% by experience in New York
CFACICFiduciary
Call Directions
Pinnacle Associates
42yrs
Peter Marron
Financial advisor
286 Madison Avenue 20th Floor
New York, NY 10017
Top 2% by experience in New York
CFA
Call Directions
Morgan Stanley
42yrs
John Pyne
Financial advisor
55 East 52nd Street 12th Floor
New York, NY 10055
Top 2% by experience in New York
CFAFiduciary
Call Directions
Shufro, Rose &
42yrs
Stephen Leit
Financial advisor
600 Lexington Avenue 15th Floor
New York, NY 10022
Top advisor by experience at Shufro, Rose &
CFAFiduciary
Call Directions
Morgan Stanley
42yrs
Michael Malone
Financial advisor
55 East 52nd Street 28th Floor
New York, NY 10055
Top 2% by experience in New York
CFAFiduciary
Call Directions
Invictus Timing Service
41yrs
Jay Ambroson
Financial advisor
400 Post Avenue Suite 403
Westbury, NY 11590
Top 3% by experience in Westbury
CFACFP®
Call Directions
Klingenstein Fields Advisors
40yrs
Jonathan Roberts
Financial advisor
125 Park Avenue Suite 320
New York, NY 10017
Top advisor by experience at Klingenstein Fields Advisors
CFACICFiduciary
Call Directions
J.p. Morgan Securities
40yrs
Stephen O'Reilly
Financial advisor
277 Park Avenue 2nd & 3rd Floor
New York, NY 10172
Top 1% by experience at J.p. Morgan Securities
CFAFiduciary
Call Directions
Magnus Financial Group
40yrs
Ronald Deutsch
Financial advisor
90 Park Avenue Suite 1800
New York, NY 10016
Top advisor by experience at Magnus Financial Group
CFA
Call Directions
Hightower Advisors
40yrs
Peter Klein
Financial advisor
445 Broad Hollow Road Suite 332
Melville, NY 11747
Top 4% by experience in New York
CFAFiduciary
Call Directions
Oppenheimer &
40yrs
Wallace Davis
Financial advisor
666 3rd Avenue
New York, NY 10017
Top 3% by experience in New York
CFAFiduciary
Call Directions
Penbrook Management
40yrs
Robert Anderson
Financial advisor
880 Third Avenue 16th Floor
New York, NY 10022
Top 3% by experience in New York
CFA
Call Directions
Kalantry Advisors
40yrs
Dwarka Kalantry
Financial advisor
Forest Hills, NY
Top 4% by experience in New York
CFAFiduciary
Call Directions
Valueworks
40yrs
Charles Lemonides
Financial advisor
One World Trade Suite 84g
New York City, NY 10007
Top 3% by experience in New York City
CFAFiduciary
Call Directions
Herold Advisors
40yrs
Vidur Bhalla
Financial advisor
711 3rd Avenue Suite 1802
New York, NY 10017
Top 3% by experience in New York
CFA
Call Directions

Filter by location and more