Financial ADVSR advisor directory · SEC adviser records
Financial advisors in South Easton, MA
Every SEC-registered investment adviser representative at a firm office in South Easton, with the firms that employ the most of them.
The short answer
17 registered advisors work in South Easton; the most are at RBC Capital Markets, LLC (5). 7 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in South Easton
Advisors in South Easton, A to Z
CFP advisors in South Easton →- Joseph F. ArsenaultGreat Oak Capital Partners, LLC · Certified Financial Planner
- Joanna L. BishopRBC Capital Markets, LLC
- Cheryl A. BushProsperity Capital Advisors
- Jason A. CooperProsperity Capital Advisors · Personal Financial Specialist
- Stephen A. DelleloProsperity Capital Advisors · Chartered Financial Consultant
- Kyle FrankStrategic Advisers LLC
- Kevin GunningCommonwealth Financial Network
- Glenn A. LevineLPL Enterprise, LLC · Certified Financial Planner
- Steven R. MadeiraCetera Investment Advisers LLC · Chartered Financial Consultant
- Mark D. McAuleyGreat Oak Capital Partners, LLC · Certified Financial Planner
- Rebecca F. MorinRBC Capital Markets, LLC
- Martin E. PaulBright Futures Wealth Management, LLC
- Curtis RafterRBC Capital Markets, LLC · Certified Financial Planner
- William R. Sylvia Jr.Great Oak Capital Partners, LLC · Certified Financial Planner
- Robin J. UrciouliHightower Advisors, LLC · Certified Financial Planner
- Kevin L. WilliamsRBC Capital Markets, LLC
- Nora YousifRBC Capital Markets, 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 South Easton, MA?
17 investment adviser representatives are registered at firm offices in South Easton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in South Easton?
RBC Capital Markets, LLC, with 5 registered advisors in South Easton, followed by Great Oak Capital Partners, LLC with 3.
How do I check a financial advisor in South Easton?
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.