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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sangerville, ME

Every SEC-registered investment adviser representative at a firm office in Sangerville, with the firms that employ the most of them.

The short answer

2 registered advisors work in Sangerville; the most are at United Planners' Financial Services Of America A Limited Partner (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Sangerville

FirmAdvisors in Sangerville
United Planners' Financial Services Of America A Limited Partner2

Advisors in Sangerville, A to Z

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Other cities in Maine

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Portland 358Bangor 79Falmouth 60Scarborough 41South Portland 31Waterville 28Lewiston 24Auburn 18Brunswick 17Augusta 16Camden 15Westbrook 15Kennebunk 14Biddeford 13Saco 13Yarmouth 11Bar Harbor 10Presque Isle 10Ellsworth 9Wells 9York 9Cumberland Foreside 8Gardiner 8Kittery 8

Questions

How many financial advisors are in Sangerville, ME?

2 investment adviser representatives are registered at firm offices in Sangerville, Maine, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sangerville?

United Planners' Financial Services Of America A Limited Partner, with 2 registered advisors in Sangerville.

How do I check a financial advisor in Sangerville?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.