Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Watertown, MA
Every SEC-registered investment adviser representative at a firm office in Watertown, with the firms that employ the most of them.
15 registered advisors work in Watertown; the most are at LPL Financial LLC (3). 2 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Watertown
| Firm | Advisors in Watertown |
|---|---|
| LPL Financial LLC news | 3 |
| Commonwealth Financial Network news | 2 |
| Strategic Advisers LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Arsenal Financial, LLC | 1 |
| Cwm, LLC | 1 |
| Eagle Strategies LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Neiman & Associates Financial Services, LLC | 1 |
| Oltarion Capital LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| Standish Capital Management, LLC | 1 |
Advisors in Watertown, A to Z
CFP advisors in Watertown →- Gene T. Barton IIIOsaic Wealth, Inc.
- Rachael A. CrosbyLPL Financial LLC
- Christina M. De SarioCommonwealth Financial Network
- Connor B. DemoreLPL Financial LLC
- Barry S. GilbertCwm, LLC
- Anush GyulbudaghyanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Yuri A. IozzoOltarion Capital LLC
- Reilly M. JenkinsAmeriprise Financial Services, LLC
- Christopher A. KoufosStrategic Advisers LLC
- Debra A. NeimanNeiman & Associates Financial Services, LLC · Certified Financial Planner
- Pavan K. NetiStandish Capital Management, LLC
- Richard S. NoheltyLPL Financial LLC · Certified Financial Planner
- David PierceEagle Strategies LLC
- Jeremy VailleArsenal Financial, LLC
- Nicole WilkinsonStrategic Advisers LLC
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 Watertown, MA?
15 investment adviser representatives are registered at firm offices in Watertown, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Watertown?
LPL Financial LLC, with 3 registered advisors in Watertown, followed by Commonwealth Financial Network with 2.
How do I check a financial advisor in Watertown?
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.