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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marblehead, MA

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

34 registered advisors work in Marblehead; the most are at Commonwealth Financial Network (3). 7 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Marblehead

FirmAdvisors in Marblehead
Commonwealth Financial Network news3
UBS Financial Services Inc. news3
Lighthouse Financial, LLC2
Moody Aldrich Partners, LLC2
Morgan Stanley news2
Tqm Wealth Partners2
Ameriprise Financial Services, LLC news1
Apex Quantitative Group, LLC1
Bartholomew & Company Wealth Management, LLC1
Bentley Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Crossroads Capital Management LLC1
Edward Jones news1
Gerson Wealth Management, LLC1
Invesco Advisers, Inc.1
John Hancock Personal Financial Services, LLC1
Kempthorne Analytics, Inc.1
LPL Financial LLC news1
Little Harbor Advisors, LLC1
Loynd Capital Management1
MML Investors Services, LLC1
Osaic Wealth, Inc. news1
Robert W. Baird & Co. Incorporated news1
Smartstreet Investments1
Strategic Advisers LLC1

Advisors in Marblehead, A to Z

CFP advisors in Marblehead →

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 Marblehead, MA?

34 investment adviser representatives are registered at firm offices in Marblehead, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Marblehead?

Commonwealth Financial Network, with 3 registered advisors in Marblehead, followed by UBS Financial Services Inc. with 3.

How do I check a financial advisor in Marblehead?

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.