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Winthrop Wealth financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Winthrop Wealth office in Boston, A to Z.
18 registered advisors work at Winthrop Wealth in Boston, out of 28 at the firm nationwide; it ranks number 46 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Winthrop Wealth advisors in Boston, A to Z
Every Winthrop Wealth advisor →- Robert AbendrothCertified Financial Planner, Chartered Financial Consultant
- Joseph M. AnastasiInvestment adviser rep
- Daniel L. CastleCertified Financial Planner, Chartered Financial Consultant
- Kenneth J. DeanCertified Financial Planner, Chartered Financial Analyst
- Jonathan P. HunterInvestment adviser rep
- Peter T. JaworskiCertified Financial Planner, Chartered Financial Consultant
- Cavan M. LamontagneInvestment adviser rep
- Francesca M. LanzaInvestment adviser rep
- Matthew J. McGrathChartered Financial Analyst
- David W. MercerInvestment adviser rep
- Andrew J. MurphyChartered Financial Analyst
- Harvey A. SlaughterInvestment adviser rep
- Richard C. St. OngeInvestment adviser rep
- Earl B. WinthropInvestment adviser rep
- Lucas A. WinthropInvestment adviser rep
- Mark S. WinthropInvestment adviser rep
- Max G. WinthropInvestment adviser rep
- Robert E. ZolaCertified Financial Planner
Winthrop Wealth advisors in every city and state →Winthrop Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Winthrop Wealth advisors in other cities
Bellevue, WA 3Scottsdale, AZ 2Denver, CO 1Framingham, MA 1Portland, ME 1Shoreline, WA 1Westborough, MA 1
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 Winthrop Wealth have in Boston?
18 investment adviser representatives are registered at Winthrop Wealth offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Winthrop Wealth one of the largest advisor employers in Boston?
Winthrop Wealth ranks number 46 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a Winthrop Wealth 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 Winthrop Wealth 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.