Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Vineyard Haven, MA
Every SEC-registered investment adviser representative at a firm office in Vineyard Haven, with the firms that employ the most of them.
6 registered advisors work in Vineyard Haven; the most are at Raymond James Financial Services Advisors, Inc. (2). 3 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Vineyard Haven
| Firm | Advisors in Vineyard Haven |
|---|---|
| Raymond James Financial Services Advisors, Inc. news | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Commonwealth Financial Network news | 1 |
| Seidman Investment Portfolios | 1 |
| Vineyard Wealth Group, LLC | 1 |
Advisors in Vineyard Haven, A to Z
CFP advisors in Vineyard Haven →- Mark S. AlexanderAmeriprise Financial Services, LLC
- Jill M. HansenCommonwealth Financial Network · Certified Financial Planner
- Grant A. JoinerVineyard Wealth Group, LLC · Certified Financial Planner
- Jonathan R. LairdRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Sarah J. LairdRaymond James Financial Services Advisors, Inc.
- Daniel J. SeidmanSeidman Investment Portfolios
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 Vineyard Haven, MA?
6 investment adviser representatives are registered at firm offices in Vineyard Haven, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Vineyard Haven?
Raymond James Financial Services Advisors, Inc., with 2 registered advisors in Vineyard Haven, followed by Ameriprise Financial Services, LLC with 1.
How do I check a financial advisor in Vineyard Haven?
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.