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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Wellesley, MA

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Wellesley, A to Z.

4 registered advisors work at Commonwealth Financial Network in Wellesley, out of 2,715 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Commonwealth Financial Network advisors in Wellesley, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Wellesley

All Wellesley advisors →

Morgan Stanley 130Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 5

Questions

How many financial advisors does Commonwealth Financial Network have in Wellesley?

4 investment adviser representatives are registered at Commonwealth Financial Network offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Wellesley?

Commonwealth Financial Network ranks number 15 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

How do I check a Commonwealth Financial Network advisor in Wellesley?

Each advisor below links to a profile with their registrations, exams, designations 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 Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.