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Financial ADVSR advisor directory · SEC adviser records

Congress Asset Management Company, LLP financial advisors in Boston, MA

Every SEC-registered investment adviser representative at a Congress Asset Management Company, LLP office in Boston, A to Z.

The short answer

16 registered advisors work at Congress Asset Management Company, LLP in Boston, out of 16 at the firm nationwide; it ranks number 47 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Congress Asset Management Company, LLP advisors in Boston, A to Z

Every Congress Asset Management Company, LLP advisor →

Congress Asset Management Company, LLP advisors in every city and state →Congress Asset Management Company, LLP: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Congress Asset Management Company, LLP have in Boston?

16 investment adviser representatives are registered at Congress Asset Management Company, LLP offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Congress Asset Management Company, LLP one of the largest advisor employers in Boston?

Congress Asset Management Company, LLP ranks number 47 in Boston by registered advisors; Morgan Stanley has the most, with 347.

How do I check a Congress Asset Management Company, LLP advisor in Boston?

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 Congress Asset Management Company, LLP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.