Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Nantucket, MA
Every SEC-registered investment adviser representative at a firm office in Nantucket, with the firms that employ the most of them.
11 registered advisors work in Nantucket; the most are at Commonwealth Financial Network (2). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Nantucket
Advisors in Nantucket, A to Z
Search all of Massachusetts →- Stephen J. HallUBS Financial Services Inc.
- Russell J. JacobsonCommonwealth Financial Network
- Justin R. MerolaJ.P. Morgan Securities LLC
- Christian NajeraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert J. SchiffUBS Financial Services Inc.
- Horace H. Smith IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer G. SnoufferJanney Montgomery Scott LLC
- Joseph E. SnoufferJanney Montgomery Scott LLC · Certified Financial Planner
- Richard M. SotellCambridge Investment Research Advisors, Inc.
- Bryan T. StephensMorgan Stanley · Certified Financial Planner
- Susan L. StoreyCommonwealth Financial Network
Other cities in Massachusetts
All of Massachusetts →Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79
Questions
How many financial advisors are in Nantucket, MA?
11 investment adviser representatives are registered at firm offices in Nantucket, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Nantucket?
Commonwealth Financial Network, with 2 registered advisors in Nantucket, followed by Janney Montgomery Scott LLC with 2.
How do I check a financial advisor in Nantucket?
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.