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Financial ADVSR advisor directory · SEC adviser records

Raymond James & Associates, Inc. financial advisors in Wellesley, MA

Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in Wellesley, A to Z.

The short answer

7 registered advisors work at Raymond James & Associates, Inc. in Wellesley, out of 5,233 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Raymond James & Associates, Inc. advisors in Wellesley, A to Z

Every Raymond James & Associates, Inc. advisor →

Raymond James & Associates, Inc. advisors in every city and state →Raymond James & Associates, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James & Associates, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

Raymond James & Associates, Inc. advisors in other cities

St. Petersburg, FL 614Memphis, TN 112New York, NY 107Houston, TX 88Atlanta, GA 82Coral Gables, FL 81Chicago, IL 70Boca Raton, FL 58St Louis, MO 58Tampa, FL 56Miami, FL 55Birmingham, MI 54Dallas, TX 54Birmingham, AL 53Louisville, KY 53

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 8J.P. Morgan Securities LLC 5Peak Financial Management Inc. 5

Questions

How many financial advisors does Raymond James & Associates, Inc. have in Wellesley?

7 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Raymond James & Associates, Inc. one of the largest advisor employers in Wellesley?

Raymond James & Associates, Inc. ranks number 11 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

How do I check a Raymond James & Associates, Inc. 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 Raymond James & Associates, Inc. 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.