Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Malden, MA
Every SEC-registered investment adviser representative at a firm office in Malden, with the firms that employ the most of them.
The short answer
14 registered advisors work in Malden; the most are at Cambridge Investment Research Advisors, Inc. (4). 1 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Malden
Advisors in Malden, A to Z
CFP advisors in Malden →- David R. AlvesCambridge Investment Research Advisors, Inc.
- Brian M. BoswellNewbridge Wealth Management · Certified Financial Planner
- Adam BrandCambridge Investment Research Advisors, Inc.
- Kevin BurkeJ.P. Morgan Securities LLC
- Cole S. FullerCitizens Securities, Inc.
- Daniel C. GiammancoColumbia Management Investment Advisers, LLC
- Timothy LanePinnacle Investments, LLC
- Jonathan LansteinCambridge Investment Research Advisors, Inc.
- Michael S. LeoneCitizens Securities, Inc.
- William H. McEvoyCambridge Investment Research Advisors, Inc.
- Gregory J. McLeanLPL Financial LLC
- Daniel NaumannCetera Investment Advisers LLC
- Thomas C. SnelsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alex ToussaintRisen Phoenix Capital 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 Malden, MA?
14 investment adviser representatives are registered at firm offices in Malden, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Malden?
Cambridge Investment Research Advisors, Inc., with 4 registered advisors in Malden, followed by Citizens Securities, Inc. with 2.
How do I check a financial advisor in Malden?
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.