Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Gloucester, MA
Every SEC-registered investment adviser representative at a firm office in Gloucester, with the firms that employ the most of them.
29 registered advisors work in Gloucester; the most are at Commonwealth Financial Network (5). 6 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Gloucester
| Firm | Advisors in Gloucester |
|---|---|
| Commonwealth Financial Network news | 5 |
| Valmark Advisers, Inc. | 5 |
| Beauport Financial Services, LLC | 4 |
| Good Harbor Advisors, Inc. | 4 |
| Strategic Advisers LLC | 3 |
| American Retirement & Investment Strategies, LLC | 2 |
| Wernau Asset Management | 2 |
| Business Transition Academy, Inc. | 1 |
| Cetera Investment Advisers LLC news | 1 |
| LPL Financial LLC news | 1 |
| Mercer Global Advisors Inc. | 1 |
| Osaic Institutions, Inc. news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Solutions For Divorce | 1 |
| The Patriot Financial Group, LLC | 1 |
Advisors in Gloucester, A to Z
CFP advisors in Gloucester →- Eric A. AndersonMercer Global Advisors Inc. · Certified Financial Planner
- Matthew M. BabsonGood Harbor Advisors, Inc.
- Kevin M. BilenchiValmark Advisers, Inc.
- Cynthia M. BremerOsaic Wealth, Inc.
- Alexander BuxbaumCommonwealth Financial Network
- Michael R. BuxbaumCommonwealth Financial Network · Certified Financial Planner
- Robert L. Capone Jr.Commonwealth Financial Network
- Donna I. CrockerLPL Financial LLC
- Colin J. CrossCommonwealth Financial Network
- William Guglielmo D'AnnibaleAmerican Retirement & Investment Strategies, LLC
- Thomas E. DexterCommonwealth Financial Network · Certified Financial Planner
- Joseph M. GrellaAmerican Retirement & Investment Strategies, LLC · Certified Financial Planner
- Peter G. HeltzelStrategic Advisers LLC
- Jonathan L. IannaconeWernau Asset Management
- Jane JohnsonBusiness Transition Academy, Inc.
- Matthew R. LangisOsaic Institutions, Inc.
- Serena M. LowValmark Advisers, Inc. · Certified Financial Planner
- Jason D. MahoneyThe Patriot Financial Group, LLC
- Lonnie R. MayerGood Harbor Advisors, Inc.
- David S. McKechnieBeauport Financial Services, LLC
- Thomas OlearyStrategic Advisers LLC
- Michael J. PaluchValmark Advisers, Inc.
- Diane C. PappasSolutions For Divorce
- Jongdai ParkValmark Advisers, Inc.
- Anke ParpartGood Harbor Advisors, Inc.
- Derek J. ReedValmark Advisers, Inc. · Certified Financial Planner
- Diane K. RuleCetera Investment Advisers LLC
- John R. SummerlinStrategic Advisers LLC
- Peter C. WernauWernau Asset Management
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 Gloucester, MA?
29 investment adviser representatives are registered at firm offices in Gloucester, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Gloucester?
Commonwealth Financial Network, with 5 registered advisors in Gloucester, followed by Valmark Advisers, Inc. with 5.
How do I check a financial advisor in Gloucester?
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.