Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Osterville, MA
Every SEC-registered investment adviser representative at a firm office in Osterville, with the firms that employ the most of them.
23 registered advisors work in Osterville; the most are at Janney Montgomery Scott LLC (5). 6 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Osterville
Advisors in Osterville, A to Z
CFP advisors in Osterville →- Scott P. BarkerMML Investors Services, LLC
- Courtney BridgeMoors & Cabot, Inc.
- James W. BuzgoAmeriprise Financial Services, LLC · Certified Financial Planner
- Carie A. CarneyLenk Ladner Investment Solutions LLC
- Lynne M. ClancyJanney Montgomery Scott LLC
- Amy C. DohertyLPL Financial LLC
- John G. DohertyLPL Financial LLC
- Robert DunkleyJanney Montgomery Scott LLC
- Derek M. GageStifel, Nicolaus & Company, Incorporated
- Frederick W. JacksonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Sean C. KellyLPL Financial LLC
- Pamela KruegerWealthramp, Inc.
- Albert J. MakkayAmeriprise Financial Services, LLC · Certified Financial Planner
- Roberta E. MauchJanney Montgomery Scott LLC
- Walter R. May IIIMML Investors Services, LLC
- Joseph F. McGeeCetera Investment Advisers LLC
- William A. Murdoch Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Stephanie M. RolfeStifel, Nicolaus & Company, Incorporated
- Jonathan SalaciakAmeriprise Financial Services, LLC
- Jayne M. ScanlonJanney Montgomery Scott LLC · Certified Financial Planner
- Alfred P. SchofieldStifel, Nicolaus & Company, Incorporated
- Humam K. SirhalWashington Financial Group, Inc.
- John B. WilliamsBurr & Company, LLC · Certified Financial Planner
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 Osterville, MA?
23 investment adviser representatives are registered at firm offices in Osterville, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Osterville?
Janney Montgomery Scott LLC, with 5 registered advisors in Osterville, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Osterville?
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.