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Designations / CFA charterholders

CFA charterholders in Rhode Island

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

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37 advisors

Newman Dignan & Sheerar
41yrs
Richard Cavanagh
Financial advisor
260 West Exchange Street Suite 302
Providence, RI 02903
Top advisor by experience at Newman Dignan & Sheerar
CFACFP®ChFC
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Blue FIN Capital
37yrs
Mars Bishop
Financial advisor
10 Weybosset Street Suite 302b
Providence, RI 02903
Top 6% by experience in Rhode Island
CFAFiduciary
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Creative Resources Investment Advisors
34yrs
Armand Spaziano
Financial advisor
#1003 4000 Chapel View Blvd Suite 300
Cranston, RI 02920
Top 9% by experience in Rhode Island
CFAFiduciary
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Parsons Capital Management
34yrs
David Von Hemert
Financial advisor
40 Westminster Street Suite 400
Providence, RI 02903
Top 9% by experience in Rhode Island
CFAFiduciary
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Crestwood Advisors
34yrs
J Costello
Financial advisor
101 Dyer Street
Providence, RI 02903
Top 7% by experience at Crestwood Advisors
CFAFiduciary
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LPL Enterprise
33yrs
Richard Davis
Financial advisor
475 Kilvert Street Suite 135
Warwick, RI 02886
Top 10% by experience at LPL Enterprise
CFAFiduciary
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Bradley Foster & Sargent
32yrs
Matthew Landon
Financial advisor
90 Beach Street
Westerly, RI 02891
Top 12% by experience in Rhode Island
CFAFiduciary
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SK Wealth Management
31yrs
Matthew Neyland
Financial advisor
50 Holden St
Providence, RI 02908
Top advisor by experience at SK Wealth Management
CFAFiduciary
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F L Putnam Investment Management
31yrs
Thomas Fay
Financial advisor
100 Westminster Street 10th Floor Suite 1004
Providence, RI 02903
Top 14% by experience in Rhode Island
CFAFiduciary
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Strategic Advisers
30yrs
Royce Winsten
Financial advisor
Cranston, RI
Top 3% by experience at Strategic Advisers
CFAFiduciary
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Raymond James & Associates
28yrs
Tricia O'Neil
Financial advisor
100 Westminster Street Suite 1002
Providence, RI 02903
Top 19% by experience in Rhode Island
CFAFiduciary
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Ameriprise Financial Services
25yrs
Gregory Silva
Financial advisor
26 Valley Rd Suite 101
Middletown, RI 02842
Top 25% by experience in Rhode Island
CFA
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Professional Planning Group
24yrs
Christopher Wallace
Financial advisor
9 Granite Street
Westerly, RI 02891
More experience than 73% of advisors in Rhode Island
CFAPlanningInvesting
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Parsons Capital Management
23yrs
Gregory Lavine
Financial advisor
40 Westminster Street, Suite 400
Providence, RI 02903
More experience than 71% of advisors in Rhode Island
CFACFP®Fiduciary
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World Investment Advisors
22yrs
George Kilborn
Financial advisor
10 Dorrance St. Suite 524
Providence, RI 02903
More experience than 69% of advisors in Rhode Island
CFAPlanningInvesting
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Unison
21yrs
Nir Kaissar
Financial advisor
225 Dyer Street 2nd Floor
Providence, RI 02903
More experience than 68% of advisors in Rhode Island
CFAFiduciaryFee-only firm
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Capital Wealth Management
19yrs
Lawrence Dooley
Financial advisor
1300 Division Road Suite 203
West Warwick, RI 02893
More experience than 63% of advisors in Rhode Island
CFAPlanningInvesting
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Vergence Institutional Partners
18yrs
Jay Young
Financial advisor
Little Compton, RI
More experience than 62% of advisors in Rhode Island
CFARetirement plans
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Strategicpoint Investment Advisors
18yrs
Aaron Reynolds
Financial advisor
294 West Exchange Street
Providence, RI 02903
More experience than 62% of advisors in Rhode Island
CFAFiduciary
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Eliot Rose Wealth Management
17yrs
Jason Siperstein
Financial advisor
10 Dorance Street Suite 700
Providence, RI 02903
More experience than 60% of advisors in Rhode Island
CFACFP®Fiduciary
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Robertson Stephens
16yrs
Hunter Norte
Financial advisor
50 South County Commons Way, Unit E6
South KIngstown, RI 02879
More experience than 59% of advisors in Rhode Island
CFAPlanningInvesting
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Fidelity Institutional Wealth Adviser
13yrs
Mayank Goradia
Financial advisor
500 Salem Street
Smithfield, RI 02917
More experience than 69% of advisors in Smithfield
CFAInvestingManager selection
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Experience Your Wealth
12yrs
John Northrup
Financial advisor
Bristol, RI
More experience than 50% of advisors in Rhode Island
CFACFP®Fiduciary
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