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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sharon, MA

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

15 registered advisors work in Sharon; the most are at Cetera Investment Advisers LLC (2). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Sharon

FirmAdvisors in Sharon
Cetera Investment Advisers LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Apperax Capital Management1
Disciplina Capital Management, LLC1
Growth Vision Asset Management LLC1
Kestra Advisory Services, LLC news1
Morgan Stanley news1
Purkiss Capital Advisors, LLC1
Scarsdale Investment Group, Ltd.1
Spiderrock Advisors, LLC1
Strategic Advisers LLC1
Techgen Financial1

Advisors in Sharon, A to Z

CFP advisors in Sharon →

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 Sharon, MA?

15 investment adviser representatives are registered at firm offices in Sharon, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Sharon?

Cetera Investment Advisers LLC, with 2 registered advisors in Sharon, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in Sharon?

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.