Financial ADVSR advisor directory · SEC adviser records
Winthrop Wealth financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Winthrop Wealth office in Massachusetts, by city and A to Z.
20 registered advisors work at Winthrop Wealth in Massachusetts, out of 28 nationwide; it's the firm's number 1 state by advisors, and the most are in Boston (18). 5 list the CFP designation and 0 are also registered broker representatives.
Winthrop Wealth advisors by city in Massachusetts
Every firm in Massachusetts →Winthrop Wealth advisors in Massachusetts, A to Z
Search by name →- Robert AbendrothBoston · Certified Financial Planner, Chartered Financial Consultant
- Joseph M. AnastasiBoston
- Edward T. BurkeWestborough · Chartered Financial Analyst
- Daniel L. CastleBoston · Certified Financial Planner, Chartered Financial Consultant
- Scott CohenFramingham
- Kenneth J. DeanBoston · Certified Financial Planner, Chartered Financial Analyst
- Jonathan P. HunterBoston
- Peter T. JaworskiBoston · Certified Financial Planner, Chartered Financial Consultant
- Cavan M. LamontagneBoston
- Francesca M. LanzaBoston
- Matthew J. McGrathBoston · Chartered Financial Analyst
- David W. MercerBoston
- Andrew J. MurphyBoston · Chartered Financial Analyst
- Harvey A. SlaughterBoston
- Richard C. St. OngeBoston
- Earl B. WinthropBoston
- Lucas A. WinthropBoston
- Mark S. WinthropBoston
- Max G. WinthropBoston
- Robert E. ZolaBoston · Certified Financial Planner
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Questions
How many Winthrop Wealth financial advisors are in Massachusetts?
20 investment adviser representatives are registered at Winthrop Wealth offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 28 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Massachusetts does Winthrop Wealth have the most advisors?
Boston, with 18, then Framingham (1). Winthrop Wealth has advisors in 3 cities in Massachusetts.
How do I check a Winthrop Wealth 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 Winthrop Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.