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Financial ADVSR advisor directory · SEC adviser records

Bortolussi Wealth Management, Inc. financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Bortolussi Wealth Management, Inc. office in Massachusetts, by city and A to Z.

The short answer

3 registered advisors work at Bortolussi Wealth Management, Inc. in Massachusetts, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Southborough (2). 0 list the CFP designation and 0 are also registered broker representatives.

Bortolussi Wealth Management, Inc. advisors by city in Massachusetts

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Southborough 2Hopkinton 1

Bortolussi Wealth Management, Inc. advisors in Massachusetts, A to Z

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Questions

How many Bortolussi Wealth Management, Inc. financial advisors are in Massachusetts?

3 investment adviser representatives are registered at Bortolussi Wealth Management, Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Bortolussi Wealth Management, Inc. have the most advisors?

Southborough, with 2, then Hopkinton (1). Bortolussi Wealth Management, Inc. has advisors in 2 cities in Massachusetts.

How do I check a Bortolussi Wealth Management, Inc. advisor in Massachusetts?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bortolussi Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.