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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Melrose, MA

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

15 registered advisors work in Melrose; the most are at Strategic Advisers LLC (4). 1 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Melrose

FirmAdvisors in Melrose
Strategic Advisers LLC4
Edward Jones news2
Empower Advisory Group, LLC2
Access Investment Management1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Prospera Financial Services, Inc.1
Td Private Client Wealth LLC1
UBS Financial Services Inc. news1

Advisors in Melrose, A to Z

CFP advisors in Melrose →

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 Melrose, MA?

15 investment adviser representatives are registered at firm offices in Melrose, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Melrose?

Strategic Advisers LLC, with 4 registered advisors in Melrose, followed by Edward Jones with 2.

How do I check a financial advisor in Melrose?

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.