Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Newton Lower Falls, MA
Every SEC-registered investment adviser representative at a firm office in Newton Lower Falls, with the firms that employ the most of them.
19 registered advisors work in Newton Lower Falls; the most are at Raymond James Financial Services Advisors, Inc. (15). 2 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Newton Lower Falls
| Firm | Advisors in Newton Lower Falls |
|---|---|
| Raymond James Financial Services Advisors, Inc. news | 15 |
| Fiduciary Wealth Partners, LLC | 4 |
Advisors in Newton Lower Falls, A to Z
CFP advisors in Newton Lower Falls →- Stephen E. BonderFiduciary Wealth Partners, LLC
- John J. DohertyRaymond James Financial Services Advisors, Inc.
- Ann-Sybill EmmanuelRaymond James Financial Services Advisors, Inc.
- Samuel A. GoldbergRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel P. GrenierFiduciary Wealth Partners, LLC
- Paul K. KapurRaymond James Financial Services Advisors, Inc.
- William KeefeRaymond James Financial Services Advisors, Inc.
- Michael J. KuleszaRaymond James Financial Services Advisors, Inc.
- Evan A. MatternRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Luke V. McCulloughFiduciary Wealth Partners, LLC
- Ryan J. SchottRaymond James Financial Services Advisors, Inc.
- George S. SchutteRaymond James Financial Services Advisors, Inc.
- Craig L. SlaterRaymond James Financial Services Advisors, Inc.
- Christopher M. SzymanskiRaymond James Financial Services Advisors, Inc.
- Justin L. TurcotteRaymond James Financial Services Advisors, Inc.
- Ralph F. Wetmore IIFiduciary Wealth Partners, LLC · Chartered Financial Analyst
- Scott R. WheelerRaymond James Financial Services Advisors, Inc.
- Jonathan C. WolffRaymond James Financial Services Advisors, Inc.
- Jonathan C. Wolff IIRaymond James Financial Services Advisors, Inc.
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 Newton Lower Falls, MA?
19 investment adviser representatives are registered at firm offices in Newton Lower Falls, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Newton Lower Falls?
Raymond James Financial Services Advisors, Inc., with 15 registered advisors in Newton Lower Falls, followed by Fiduciary Wealth Partners, LLC with 4.
How do I check a financial advisor in Newton Lower Falls?
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.