Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Middleton, MA

Every SEC-registered financial advisor at a firm office in Middleton who lists the Certified Financial Planner designation, A to Z.

7 CFP professionals work in Middleton; the most are at Morgan Stanley (4). 7 are also registered broker representatives.

CFP advisors in Middleton, A to Z

Every advisor in Middleton →

Jeffrey I. AppelsteinMorgan Stanley · Certified Financial Planner
Jennifer M. BlankAmeriprise Financial Services, LLC · Certified Financial Planner
Christopher J. CurleyMorgan Stanley · Certified Financial Planner
Todd W. DarlingAmeriprise Financial Services, LLC · Certified Financial Planner
Michael KlonskyAmeriprise Financial Services, LLC · Certified Financial Planner
Edward MoffittMorgan Stanley · Certified Financial Planner
Henry J. PerazzelliMorgan Stanley · Certified Financial Planner

Firms with the most CFP professionals in Middleton

Morgan Stanley 4 Ameriprise Financial Services, LLC 3

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391 Waltham 92 Needham 60 Westborough 43 Burlington 41 Wellesley 40 Westwood 36 Braintree 35 Danvers 31 Hingham 27 Lexington 25 Newton 25 Andover 24 Woburn 24 Worcester 24 Norwell 22 Wakefield 22 Framingham 21 Plymouth 18 Beverly 15 Cambridge 14 Lynnfield 14 Walpole 14 North Andover 13

Questions

How many CFP financial advisors are in Middleton, MA?

7 SEC-registered investment adviser representatives at firm offices in Middleton, Massachusetts list the CFP designation; Morgan Stanley employs the most of them (4).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Middleton?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.