Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a &Partners office in Boston, A to Z.
3 registered advisors work at &Partners in Boston, out of 539 at the firm nationwide; it ranks number 136 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
&Partners advisors in Boston, A to Z
Every &Partners advisor →- Dino StanisicAlso a broker rep
- Christy R. TurnerChartered Financial Analyst · Also a broker rep
- Kyrstie L. WoottenCertified Financial Planner · Also a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4
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 &Partners have in Boston?
3 investment adviser representatives are registered at &Partners offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Boston?
&Partners ranks number 136 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a &Partners 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 &Partners 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.