Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Burlington, MA
Every SEC-registered investment adviser representative at a firm office in Burlington, with the firms that employ the most of them.
218 registered advisors work in Burlington; the most are at Strategic Advisers LLC (46). 0 list the CFP designation and 179 are also registered broker representatives.
Firms with the most advisors in Burlington
Advisors in Burlington, A to Z
Search all of Massachusetts →- Jason Alvarez De SotomayorEdelman Financial Engines · Certified Financial Planner
- Brian D. AmperEdelman Financial Engines · Certified Financial Planner
- Courtney N. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle E. AndersonHornor, Townsend & Kent, LLC · Certified Financial Planner
- Meaghan E. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua J. AndreasenEdelman Financial Engines · Certified Financial Planner
- Kevin ArrudaCornerstone Financial Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Ryan T. ArsenaultMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Drew R. BalestrieriValic Financial Advisors, Inc.
- Hovsep BalmanoukianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul V. BarbarinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James BarriStrategic Advisers LLC
- Sarin A. BarsoumianLPL Financial LLC · Certified Financial Planner
- Sadie M. BasharaStrategic Advisers LLC
- Armand Bassi IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chad T. BattagliaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas O. BeaudoinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Liana BekelianLPL Financial LLC
- Paul S. Bentubo Jr.Strategic Advisers LLC
- Meaghan E. BoermeesterStrategic Advisers LLC
- Michael D. BozziStrategic Advisers LLC
- Douglas H. BrindleLPL Financial LLC
- Russell W. BroadValic Financial Advisors, Inc.
- Mark R. BuchananRaymond James & Associates, Inc.
- Brian CahillStrategic Advisers LLC
- Thomas M. CaputoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas W. CarlinoStrategic Advisers LLC
- Michael E. CarlsonWealth Enhancement Advisory Services, LLC
- Jennifer M. CarrollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan C. CarsonCharles Schwab & Co., Inc.
- Stephen M. CarsonCommonwealth Financial Network
- William J. CasagrandeCommonwealth Financial Network · Chartered Financial Consultant
- Anthony T. ChristopherStrategic Advisers LLC
- Jack CiccarielloStrategic Advisers LLC
- Christopher P. ColantoniStrategic Advisers LLC
- Ryan ColwellValic Financial Advisors, Inc.
- Matthew J. CondonHornor, Townsend & Kent, LLC · Certified Financial Planner
- Aron J. CorinOnepoint Bfg Wealth Partners · Chartered Financial Analyst
- Joshua A. CotterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick D. CrowleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kathryn E. CunninghamHornor, Townsend & Kent, LLC
- Brian P. CurtinCurtin Financial Services, Inc.
- Derek M. CyrStrategic Advisers LLC
- Joseph V. D'AlelioStrategic Advisers LLC
- Gerald D'ApiceStrategic Advisers LLC
- Faith DashStrategic Advisers LLC
- Amy E. DeerAccelerate Retirement
- John A. DeyesoStrategic Advisers LLC
- Jason A. DiosaStrategic Advisers LLC
- Brandon DohertyValic Financial Advisors, Inc.
- Daniel DohertyStrategic Advisers LLC
- Juan DonabedianRpg Family Wealth Advisory, LLC
- Renee E. DonahueMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian DudleyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kevin B. DunnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William T. Eaton IIRpg Family Wealth Advisory, LLC
- John EdwardhRpg Family Wealth Advisory, LLC
- Michael C. EgirousStrategic Advisers LLC
- Thomas J. ElkinsLPL Financial LLC
- Andrew R. FabrizioStrategic Advisers LLC
- Ryan A. FabrizioStrategic Advisers LLC
- Stephanie D. FecteauValic Financial Advisors, Inc.
- Shaun M. FeldeisenOnepoint Bfg Wealth Partners · Certified Financial Planner
- Zuleyka M. FelizHornor, Townsend & Kent, LLC · Certified Financial Planner
- Daniel FerrisFirst Command Advisory Services
- Miles S. FeuerRaymond James & Associates, Inc.
- Michael E. FitzgeraldStrategic Advisers LLC
- Sean P. FlahertyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel J. FlanaganEversource Wealth Advisors, LLC · Certified Financial Planner
- John F. FlynnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Geoffrey K. FosterJ.P. Morgan Securities LLC
- Nicholas K. FothergillStrategic Advisers LLC
- Glenn E. FrankEversource Wealth Advisors, LLC · Personal Financial Specialist
- Joshua S. FranklinRaymond James & Associates, Inc.
- Stephen B. FreedmanEdelman Financial Engines · Certified Financial Planner
- David M. GattiRisk Paradigm Group, LLC
- Olivia J. GierlichMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Evangelos N. GlicosStrategic Advisers LLC
- Joshua A. GoesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mitchell A. GoldfeldRpg Family Wealth Advisory, LLC
- Amy GordonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin A. GormallyStrategic Advisers LLC
- Brendan GrayStrategic Advisers LLC
- Dylan J. GreeneSequoia Financial Group, L.L.c. · Certified Financial Planner
- Lisa A. GuerrieroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David M. HackmeierCharles Schwab & Co., Inc.
- David G. HanafinOsaic Institutions, Inc.
- Benjamin A. HardingDiversify Advisory Services, LLC · Certified Financial Planner
- Kimberly A. HardingDiversify Advisory Services, LLC · Certified Financial Planner
- Tristan T. HendersonCharles Schwab & Co., Inc.
- Karen Z. HimmelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric M. HobinRaymond James & Associates, Inc.
- Daniella IannuzziStrategic Advisers LLC · Certified Financial Planner
- Sarthak JenaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sebeta KalpeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kayla M. KarpaczStrategic Advisers LLC
- James E. KaufmannValic Financial Advisors, Inc.
- Lauren R. KeenanStrategic Advisers LLC
- Eric M. KellarValic Financial Advisors, Inc.
- Garrett KentStrategic Advisers LLC
- Kenneth L. KnopfValic Financial Advisors, Inc. · Certified Financial Planner
- Ryan R. KoldenRpg Family Wealth Advisory, LLC
- Alexander KosheffValic Financial Advisors, Inc.
- Robert J. KostigenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dominic M. KruszelnickiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel J. Lahiff Jr.Commonwealth Financial Network
- Thomas R. Lane Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard J. LebrantiCommonwealth Financial Network · Certified Financial Planner
- Edmund V. LeparskasAccelerate Retirement · Certified Financial Planner
- Samuel J. LevineMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jose L. LopezCharles Schwab & Co., Inc.
- Jerome J. Lynch IIIStrategic Advisers LLC
- Rachael H. MacedoCommonwealth Financial Network
- Alicia MajeskiStrategic Advisers LLC
- Svetlana MalinovskayaCharles Schwab & Co., Inc.
- John R. MaraOnepoint Bfg Wealth Partners
- David H. Marcou IIIMML Investors Services, LLC
- Brendan E. McCarthyEagle Strategies LLC
- Christopher A. McCauleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael McCullyNefpg
- Patrick R. McGillicuddyStrategic Advisers LLC
- Sarah J. MerkleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan M. MerriganEdelman Financial Engines · Certified Financial Planner
- Alesandra MillerCommonwealth Financial Network
- Isabela MillerCommonwealth Financial Network
- Douglas B. MitchellStrategic Advisers LLC
- Amy MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Roger C. Moulton Jr.Eversource Wealth Advisors, LLC · Certified Financial Planner
- Luke MurphyStrategic Advisers LLC
- Martin K. MwongelaStrategic Advisers LLC
- Kenan NacarCharles River Wealth Management, LLC · Certified Financial Planner
- Alexandria M. NadwornySequoia Financial Group, L.L.c. · Certified Financial Planner
- Bennett J. NadwornySequoia Financial Group, L.L.c.
- Michael J. NahillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas NestroValic Financial Advisors, Inc. · Certified Financial Planner
- George E. NewfieldCornerstone Financial Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Bradford B. NicholsNefpg
- Justin R. OlewnikValic Financial Advisors, Inc.
- Brent A. PachecoValic Financial Advisors, Inc.
- Dennis M. PalmeriniBlackridge Asset Management, LLC · Certified Financial Planner
- Kristina M. PattFirst Command Advisory Services
- Conrad R. Pensavalle Jr.Commonwealth Financial Network
- Gabriel A. PerezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer A. PollinaEdward Jones · Certified Financial Planner
- Mihai C. PopaCommonwealth Financial Network
- Francesco A. PuopoloCharles Schwab & Co., Inc.
- Iverson QiuLPL Financial LLC
- Timothy QuigleyStrategic Advisers LLC
- Steven D. RaabValic Financial Advisors, Inc.
- Jamie L. Racine HollenbeckMorgan Stanley
- Kristen A. RagusinRaymond James & Associates, Inc.
- Devin D. RalphStrategic Advisers LLC
- Erik T. RautenbergStrategic Advisers LLC
- Alexander J. RezzoAndante Financial · Certified Financial Planner, Chartered Financial Analyst
- Kathleen A. RichardsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Savona RobertsStrategic Advisers LLC
- Jiles RobinsonRaymond James & Associates, Inc.
- Blaise C. RomanowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley RomeoValic Financial Advisors, Inc.
- Coulton G. RossValic Financial Advisors, Inc.
- Michael S. RossHornor, Townsend & Kent, LLC
- Murad H. RoyalRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jared A. RubinEdelman Financial Engines · Certified Financial Planner
- Jason A. RuelKestra Private Wealth Services, LLC · Certified Financial Planner
- James F. Russo Jr.Commonwealth Financial Network
- Elizabeth RyanCharles Schwab & Co., Inc.
- Heather A. ScearceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy L. SchmidtMercer Global Advisors Inc.
- Parker J. SchultzSequoia Financial Group, L.L.c.
- Christine E. SchwartzCharles Schwab & Co., Inc. · Certified Financial Planner
- Adam H. ScottCommonwealth Financial Network · Certified Financial Planner
- Robert H. Searle IIIKestra Private Wealth Services, LLC · Certified Financial Planner
- Danielle SettipaneCharles Schwab & Co., Inc.
- Bhavneesh K. SharmaIntegrity Advisors LLC
- Christopher D. SheaValic Financial Advisors, Inc.
- Stella ShenOsaic Wealth, Inc.
- Swan S. ShenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph SicilianoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jason R. SigmanStrategic Advisers LLC
- Edward F. SilbertWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Alexander J. SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Diana V. SmithCetera Investment Advisers LLC
- Mathew W. SmithValic Financial Advisors, Inc. · Certified Financial Planner
- Richard G. SnelleyCommonwealth Financial Network · Certified Financial Planner
- Antonio G. SordilloRaymond James & Associates, Inc.
- Nicholas R. SoukupMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Caroline S. SouzaStrategic Advisers LLC
- John J. SpillaneHornor, Townsend & Kent, LLC · Certified Financial Planner
- Timothy StarkCharles Schwab & Co., Inc.
- Ian F. StauderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. SullivanHornor, Townsend & Kent, LLC · Certified Financial Planner
- Jeffery T. SuttonAccelerate Retirement · Certified Financial Planner
- Brian TierneyStrategic Advisers LLC
- Steven TolpaStrategic Advisers LLC
- James ToupinStrategic Advisers LLC
- William R. TrainorHornor, Townsend & Kent, LLC
- Berklee R. VaillancourtStrategic Advisers LLC
- Maarten H. Van ZeeValic Financial Advisors, Inc.
- John R. VanasseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert T. Vanasse Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Zhivago VelascoValic Financial Advisors, Inc.
- Andrew VerreValic Financial Advisors, Inc.
- David G. WalshHornor, Townsend & Kent, LLC · Certified Financial Planner
- Christopher A. WhiteCharles Schwab & Co., Inc.
- Eryn E. WhittierRaymond James & Associates, Inc.
- Jason WhittierRaymond James & Associates, Inc.
- Erin C. WidellCommonwealth Financial Network · Certified Financial Planner
- Alison WilcoxCommonwealth Financial Network
- Susan A. WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard J. WojcikNefpg
- Surafeal WoldayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian WolffCommonwealth Financial Network
- Andrew XenakisStrategic Advisers LLC
- Rama D. YarramMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theodore R. Yoos IIICornerstone Financial Management LLC · Certified Financial Planner
- Kevin J. YorkeyEdelman Financial Engines · Chartered Financial Analyst
- Nicholas V. ZaccardiRaymond James & Associates, Inc.
- Vincent N. ZaccardiRaymond James & Associates, Inc.
Other cities in Massachusetts
All of Massachusetts →Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79Framingham 78
Questions
How many financial advisors are in Burlington, MA?
218 investment adviser representatives are registered at firm offices in Burlington, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 179 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Burlington?
Strategic Advisers LLC, with 46 registered advisors in Burlington, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 43.
How do I check a financial advisor in Burlington?
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.