Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Capital Analysts office in Massachusetts, by city and A to Z.
53 registered advisors work at Capital Analysts in Massachusetts, out of 557 nationwide; it's the firm's number 4 state by advisors, and the most are in Braintree (23). 6 list the CFP designation and 52 are also registered broker representatives.
Capital Analysts advisors by city in Massachusetts
Every firm in Massachusetts →Braintree 23Worcester 8Amherst 6Danvers 4Dartmouth 2Peabody 2Westport 2Feeding Hills 1Needham 1Newton 1Norwell 1Quincy 1Walpole 1
Capital Analysts advisors in Massachusetts, A to Z
Search by name →- Glenn S. AllanAmherst · Chartered Financial Consultant
- Mark F. AndrewsBraintree
- John V. BlanchardBraintree
- Todd A. BraggBraintree
- Dale M. BreaultFeeding Hills
- Jeffrey D. CampbellBraintree
- Angela CasasantoWorcester
- Raymond P. Clifford Jr.Worcester
- Suzanne H. ConranBraintree
- Megan E. DolanBraintree
- Michael O. DoyleAmherst
- Steven H. DubinBraintree
- Patrick J. FurnariBraintree
- Stanton V. GreenDanvers
- Erik C. HackerBraintree · Chartered Financial Consultant
- Brian J. HillBraintree · Chartered Financial Consultant
- Thomas E. HoffmanBraintree
- Raymond D. HuntDartmouth
- Lynn S. KaplanNeedham · Certified Financial Planner
- Shauna E. KehrmeyerBraintree
- Paul J. Kilday Jr.Braintree
- Brett J. KubiakWorcester
- Denise LacauseDanvers
- Merrie J. LeightonBraintree
- Jason W. LevineDanvers · Certified Financial Planner
- Paul LongobardiBraintree · Certified Financial Planner
- Michael J. Marshall Sr.Braintree
- Anthony P. MazzarielloPeabody
- Timothy McAloonQuincy
- Thomas J. McCarthyBraintree · Chartered Financial Consultant
- Sara E. McGrathWorcester
- Bridget R. McGroartyBraintree
- Jay J. MerrillWorcester
- Kevin A. MorseBraintree
- Kathleen MurphyAmherst
- Ronald J. NathanAmherst · Chartered Financial Consultant
- Kent S. NiebuhrPeabody
- Kristen M. NoonanNorwell
- Matthew A. PalmgrenWorcester
- Eric R. ParadisDartmouth
- Jordan J. PerdigaoWestport
- Robert F. Rano Jr.Worcester
- Gerard T. RobinsonBraintree · Certified Financial Planner
- Patrick J. RobinsonBraintree
- James C. Shannon IVBraintree · Certified Financial Planner
- David ShnitzerNewton · Certified Financial Planner
- Bradford P. SmithWestport
- Mark D. SolopertoBraintree
- John R. St Marie Jr.Worcester
- Christian A. SulmasyAmherst
- Cody L. WardWalpole
- Elizabeth M. WeaverDanvers
- Mark C. ZacekAmherst
Capital Analysts advisors in every state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts in other states
Pennsylvania 90New York 75Florida 66New Jersey 50Ohio 35Michigan 24Illinois 22Texas 22California 18North Carolina 16Arizona 15Georgia 13Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Indiana 3Missouri 3Virginia 3Wisconsin 3
Questions
How many Capital Analysts financial advisors are in Massachusetts?
53 investment adviser representatives are registered at Capital Analysts offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 6 list the CFP designation and 52 are also registered as broker representatives.
Where in Massachusetts does Capital Analysts have the most advisors?
Braintree, with 23, then Worcester (8). Capital Analysts has advisors in 13 cities in Massachusetts.
How do I check a Capital Analysts 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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.