Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Littleton, MA
Every SEC-registered investment adviser representative at a firm office in Littleton, with the firms that employ the most of them.
19 registered advisors work in Littleton; the most are at Strategic Advisers LLC (13). 3 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Littleton
| Firm | Advisors in Littleton |
|---|---|
| Strategic Advisers LLC | 13 |
| Citizens Securities, Inc. | 1 |
| Edward Jones news | 1 |
| Macneil Capital Management | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Red Kennedy Financial | 1 |
Advisors in Littleton, A to Z
CFP advisors in Littleton →- Alan D. BellEdward Jones
- Peter FaulknerStrategic Advisers LLC
- Jeffrey J. GarsideStrategic Advisers LLC
- Adam R. GaudreauStrategic Advisers LLC · Certified Financial Planner
- Judith A. HenryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ceara HergetStrategic Advisers LLC
- Paul HesseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert W. HolzbachRed Kennedy Financial
- Patrick HurleyCitizens Securities, Inc.
- Erin KelleyStrategic Advisers LLC
- Glen R. MacneilMacneil Capital Management · Chartered Financial Analyst
- Lea G. MezzanotteStrategic Advisers LLC
- Phillip A. O'BrienStrategic Advisers LLC
- Edward F. O'GradyStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean PenneyStrategic Advisers LLC
- Antony J. TaylorStrategic Advisers LLC
- David R. TremblayStrategic Advisers LLC
- Dylan UngerStrategic Advisers LLC
- Olympia WheelerStrategic Advisers 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 Littleton, MA?
19 investment adviser representatives are registered at firm offices in Littleton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Littleton?
Strategic Advisers LLC, with 13 registered advisors in Littleton, followed by Citizens Securities, Inc. with 1.
How do I check a financial advisor in Littleton?
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.