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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Westborough, MA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Westborough, A to Z.
The short answer
14 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, out of 22,881 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 14 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Westborough, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- George H. BurdickCertified Financial Planner · Also a broker rep
- Casey FreemanAlso a broker rep
- Aric E. FriendAlso a broker rep
- Keith L. GilbreathAlso a broker rep
- Michael E. JankovicAlso a broker rep
- Suraj S. KapurAlso a broker rep
- Zainab KarimAlso a broker rep
- Molly D. KirklandAlso a broker rep
- Connor F. LancasterAlso a broker rep
- Michael H. LancasterAlso a broker rep
- Robert S. Lyons Jr.Also a broker rep
- Bruce K. Munger Jr.Also a broker rep
- Terence O'BrienAlso a broker rep
- Matthew R. SparrowAlso a broker rep
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Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities
New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191
Other firms in Westborough
All Westborough advisors →Grimes & Company 25Morgan Stanley 21Cetera Investment Advisers LLC 16Commonwealth Financial Network 13Ameriprise Financial Services, LLC 10World Investment Advisors, LLC 10Finivi Inc. 7Aaf Wealth Management, LLC 6Cadence Wealth Management LLC 6Eagle Strategies LLC 6LPL Financial LLC 6Cwm, LLC 3
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Westborough?
14 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Westborough, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Westborough?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 4 in Westborough by registered advisors; Grimes & Company has the most, with 25.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Westborough?
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 Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.