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Financial ADVSR advisor directory · SEC adviser records

Congress Asset Management Company, LLP financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Congress Asset Management Company, LLP office in Massachusetts, by city and A to Z.

The short answer

16 registered advisors work at Congress Asset Management Company, LLP in Massachusetts, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Boston (16). 0 list the CFP designation and 0 are also registered broker representatives.

Congress Asset Management Company, LLP advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 16

Congress Asset Management Company, LLP advisors in Massachusetts, A to Z

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Questions

How many Congress Asset Management Company, LLP financial advisors are in Massachusetts?

16 investment adviser representatives are registered at Congress Asset Management Company, LLP offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Congress Asset Management Company, LLP have the most advisors?

Boston, with 16. Congress Asset Management Company, LLP has advisors in 1 city in Massachusetts.

How do I check a Congress Asset Management Company, LLP 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 Congress Asset Management Company, LLP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.