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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Barnstable, MA

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

The short answer

1 registered advisors work in Barnstable; the most are at Fourstar Wealth Advisors, LLC (1). 0 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Barnstable

FirmAdvisors in Barnstable
Fourstar Wealth Advisors, LLC1

Advisors in Barnstable, A to Z

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Other cities in Massachusetts

All of Massachusetts →

Boston 4,217Waltham 544Wellesley 464Needham 298Hingham 239Worcester 222Springfield 216Burlington 215Braintree 198Westborough 184Danvers 156Norwell 149Wakefield 145Wellesley Hills 139Westwood 135Beverly 128Andover 126Woburn 123Newton 120Cambridge 119Bolton 106Plymouth 101Hyannis 97Framingham 91

Questions

How many financial advisors are in Barnstable, MA?

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

Which firm has the most financial advisors in Barnstable?

Fourstar Wealth Advisors, LLC, with 1 registered advisors in Barnstable.

How do I check a financial advisor in Barnstable?

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.