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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shelburne Falls, MA

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

5 registered advisors work in Shelburne Falls; the most are at Wellington Shields & Co., LLC (3). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Shelburne Falls

FirmAdvisors in Shelburne Falls
Wellington Shields & Co., LLC3
LPL Financial LLC news2

Advisors in Shelburne Falls, A to Z

CFP advisors in Shelburne Falls →

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 Shelburne Falls, MA?

5 investment adviser representatives are registered at firm offices in Shelburne Falls, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Shelburne Falls?

Wellington Shields & Co., LLC, with 3 registered advisors in Shelburne Falls, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Shelburne 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.