Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Belmont, MA
Every SEC-registered investment adviser representative at a firm office in Belmont, with the firms that employ the most of them.
21 registered advisors work in Belmont; the most are at Slb Advisors, LLC (3). 2 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Belmont
| Firm | Advisors in Belmont |
|---|---|
| Slb Advisors, LLC | 3 |
| Commonwealth Financial Network news | 2 |
| Harbor Asset Planning, Inc. | 2 |
| Integrated Wealth Concepts LLC | 2 |
| LPL Financial LLC news | 2 |
| Cascade Wealth LLC | 1 |
| Citizens Securities, Inc. | 1 |
| Fuleihan, Camille, Farid | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Moore Financial Advisors, Ltd. | 1 |
| Osaic Institutions, Inc. news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
| UBS Financial Services Inc. news | 1 |
| Zor Capital, LLC | 1 |
Advisors in Belmont, A to Z
CFP advisors in Belmont →- Georgi Ellen BattocchioStrategic Advisers LLC · Certified Financial Planner
- Bradley S. BechokSlb Advisors, LLC
- Stephen C. CahoonUBS Financial Services Inc.
- Kevin DaleyCitizens Securities, Inc.
- Joseph N. FahmyZor Capital, LLC
- Camille F. FuleihanFuleihan, Camille, Farid
- Ellen D. GinsbergHarbor Asset Planning, Inc.
- James M. HolwayLPL Financial LLC
- Curtis C. JonesOsaic Institutions, Inc.
- Robert F. Kania Jr.Moore Financial Advisors, Ltd. · Chartered Financial Analyst
- Nune KhachatiranIntegrated Wealth Concepts LLC
- John M. KozelianCommonwealth Financial Network · Certified Financial Planner
- Scott H. LeabmanHarbor Asset Planning, Inc.
- Glenn S. LoganSlb Advisors, LLC · Personal Financial Specialist
- Zachary C. MossRaymond James Financial Services Advisors, Inc.
- Angela MusiIntegrated Wealth Concepts LLC
- Chad S. OnufrechukCascade Wealth LLC
- Ronald S. SandersonSlb Advisors, LLC
- Joann SperaLPL Financial LLC
- Aline A. TellstoneCommonwealth Financial Network
- Roger VaganisJ.P. Morgan Securities LLC
Other cities in Massachusetts
All of Massachusetts →Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84
Questions
How many financial advisors are in Belmont, MA?
21 investment adviser representatives are registered at firm offices in Belmont, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Belmont?
Slb Advisors, LLC, with 3 registered advisors in Belmont, followed by Commonwealth Financial Network with 2.
How do I check a financial advisor in Belmont?
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.