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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Charlestown, MA

Every SEC-registered investment adviser representative at a firm office in Charlestown, with the firms that employ the most of them.

32 registered advisors work in Charlestown; the most are at Integrated Wealth Concepts LLC (7). 8 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Charlestown

FirmAdvisors in Charlestown
Integrated Wealth Concepts LLC7
Strategic Advisers LLC4
UBS Financial Services Inc. news3
Wood Wealth Group, LLC3
Valmark Advisers, Inc.2
Vista Way Advisors2
Alden Investment Group1
Ameriprise Financial Services, LLC news1
Belmont Financial, LLC1
Citizens Securities, Inc.1
Invesco Advisers, Inc.1
LPL Financial LLC news1
Monument Asset Management, LLC1
Natixis Advisors, LLC1
Onboard Financial Management, LLC1
T. Rowe Price Advisory Services, Inc.1
Vestmark Advisory Solutions, Inc.1

Advisors in Charlestown, A to Z

CFP advisors in Charlestown →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84

Questions

How many financial advisors are in Charlestown, MA?

32 investment adviser representatives are registered at firm offices in Charlestown, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Charlestown?

Integrated Wealth Concepts LLC, with 7 registered advisors in Charlestown, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in Charlestown?

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.