Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Falmouth, MA
Every SEC-registered investment adviser representative at a firm office in Falmouth, with the firms that employ the most of them.
18 registered advisors work in Falmouth; the most are at Janney Montgomery Scott LLC (4). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Falmouth
Advisors in Falmouth, A to Z
CFP advisors in Falmouth →- Ove AsendorfJanney Montgomery Scott LLC
- Steven G. CarlsonB.B. Graham & Company, Inc.
- Janet C. ChadieJanney Montgomery Scott LLC
- Jeffrey T. CutterCutter Financial Group LLC · Personal Financial Specialist
- Todd A. DrummeyOsaic Wealth, Inc. · Certified Financial Planner
- Jennifer E. FarringtonCutter Financial Group LLC
- Melissa M. FerroJanney Montgomery Scott LLC
- Evelina FitzgeraldJ.P. Morgan Securities LLC
- Ethan M. KapsambelisCutter Financial Group LLC
- Kathleen T. LandriganBankers Life Advisory Services, Inc.
- Owen A. LinehanJanney Montgomery Scott LLC
- John M. McGrathJ.P. Morgan Securities LLC
- Philip G. NehroEmpirical Asset Management, LLC · Certified Financial Planner
- Timothy W. QuillLPL Financial LLC
- Ali ShahmohammadiTd Private Client Wealth LLC · Certified Financial Planner
- James E. ShannonShannon Investment Management · Chartered Financial Analyst
- Louise M. SharpCommonwealth Financial Network
- Shane WeberJohn Hancock Investment Management LLC
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 Falmouth, MA?
18 investment adviser representatives are registered at firm offices in Falmouth, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Falmouth?
Janney Montgomery Scott LLC, with 4 registered advisors in Falmouth, followed by Cutter Financial Group LLC with 3.
How do I check a financial advisor in Falmouth?
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.