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Savant Wealth Management financial advisors in Wellesley, MA
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Wellesley, A to Z.
The short answer
3 registered advisors work at Savant Wealth Management in Wellesley, out of 383 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Wellesley, A to Z
Every Savant Wealth Management advisor →- John M. PhelpsInvestment adviser rep
- Arik P. SchechetCertified Financial Planner
- John J. ViolaInvestment adviser rep
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 198Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Westwood, MA 11Atlanta, GA 10Huntersville, NC 8Lancaster, PA 8Manassas, VA 6St Paul, MN 6Oklahoma City, OK 5Austin, TX 4Cedar Rapids, IA 4Dover, DE 4South Portland, ME 4
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 Savant Wealth Management have in Wellesley?
3 investment adviser representatives are registered at Savant Wealth Management offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 383 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Wellesley?
Savant Wealth Management ranks number 23 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.
How do I check a Savant Wealth Management 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 Savant Wealth Management 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.