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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bolton, MA

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

101 registered advisors work in Bolton; the most are at Bolton Securities Corporation (96). 0 list the CFP designation and 81 are also registered broker representatives.

Firms with the most advisors in Bolton

FirmAdvisors in Bolton
Bolton Securities Corporation96
Equity Services, Inc.1
Kearney-Burch Financial Services, Inc.1
Practice Financial Group1
Strategic Advisers LLC1
Yellow Dog Financial, Inc.1

Advisors in Bolton, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Plymouth 99Hyannis 93Lexington 79Framingham 78

Questions

How many financial advisors are in Bolton, MA?

101 investment adviser representatives are registered at firm offices in Bolton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 81 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bolton?

Bolton Securities Corporation, with 96 registered advisors in Bolton, followed by Equity Services, Inc. with 1.

How do I check a financial advisor in Bolton?

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.