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Financial ADVSR advisor directory · SEC adviser records

Walter & Shuffain Financial Services, LLC financial advisors in Boston, MA

Every SEC-registered investment adviser representative at a Walter & Shuffain Financial Services, LLC office in Boston, A to Z.

The short answer

3 registered advisors work at Walter & Shuffain Financial Services, LLC in Boston, out of 3 at the firm nationwide; it ranks number 155 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Walter & Shuffain Financial Services, LLC advisors in Boston, A to Z

Every Walter & Shuffain Financial Services, LLC advisor →

Walter & Shuffain Financial Services, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Boston

All Boston advisors →

Morgan Stanley 353Merrill Lynch, Pierce, Fenner & Smith Incorporated 338J.P. Morgan Securities LLC 251Voya Financial Advisors, Inc. 175UBS Financial Services Inc. 174Strategic Advisers LLC 158Columbia Management Investment Advisers, LLC 135John Hancock Investment Management LLC 98MML Investors Services, LLC 93Eaton Vance Management 90Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Walter & Shuffain Financial Services, LLC have in Boston?

3 investment adviser representatives are registered at Walter & Shuffain Financial Services, LLC offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Walter & Shuffain Financial Services, LLC one of the largest advisor employers in Boston?

Walter & Shuffain Financial Services, LLC ranks number 155 in Boston by registered advisors; Morgan Stanley has the most, with 353.

How do I check a Walter & Shuffain Financial Services, LLC 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 Walter & Shuffain Financial Services, LLC 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.