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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Roslindale, MA

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

7 registered advisors work in Roslindale; the most are at Balanced Rock Investment Advisors (5). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Roslindale

FirmAdvisors in Roslindale
Balanced Rock Investment Advisors5
Osaic Institutions, Inc. news1
Touchstone Advisors Inc.1

Advisors in Roslindale, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

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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 Roslindale, MA?

7 investment adviser representatives are registered at firm offices in Roslindale, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Roslindale?

Balanced Rock Investment Advisors, with 5 registered advisors in Roslindale, followed by Osaic Institutions, Inc. with 1.

How do I check a financial advisor in Roslindale?

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.