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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Boston, MA

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

33 registered advisors work in South Boston; the most are at Strategic Advisers LLC (7). 4 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in South Boston

FirmAdvisors in South Boston
Strategic Advisers LLC7
Columbia Management Investment Advisers, LLC6
John Hancock Investment Management LLC4
MML Investors Services, LLC2
Ameriprise Financial Services, LLC news1
Bcf Law Group, LLC1
Citizens Securities, Inc.1
D.B. Root & Company, LLC1
Empower Advisory Group, LLC1
Focus Partners Wealth, LLC1
Hartford Funds1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Principal Securities, Inc.1
Raymond James & Associates, Inc. news1
Voya Financial Advisors, Inc.1

Advisors in South Boston, A to Z

CFP advisors in South Boston →

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 South Boston, MA?

33 investment adviser representatives are registered at firm offices in South Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in South Boston?

Strategic Advisers LLC, with 7 registered advisors in South Boston, followed by Columbia Management Investment Advisers, LLC with 6.

How do I check a financial advisor in South Boston?

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.