Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Westport, MA
Every SEC-registered investment adviser representative at a firm office in Westport, with the firms that employ the most of them.
16 registered advisors work in Westport; the most are at Pfs Investments Inc. (3). 0 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Westport
Advisors in Westport, A to Z
Search all of Massachusetts →- Robert S. BancroftInnovation Partners LLC
- Javier M. BentoKestra Advisory Services, LLC
- Lauren B. BernardoPfs Investments Inc.
- Johnny CordeiroIntegrated Wealth Concepts LLC
- Stephen M. CushingPfs Investments Inc.
- Dennis J. ForestPfs Investments Inc.
- Christopher J. FraineSantander Securities LLC
- Jeffrey A. GagnonCambridge Investment Research Advisors, Inc.
- Gerald F. HallEagle Strategies LLC · Chartered Financial Consultant
- Kenneth F. JacksonStrategic Advisers LLC
- Earle D. JohnsonBoselah Investments
- Jose M. MatosCommonwealth Financial Network
- Eric MauricioCommonwealth Financial Network
- Joshua S. PachecoIp Financial Advisory Services LLC
- Jordan J. PerdigaoCapital Analysts
- Bradford P. SmithCapital Analysts
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 Westport, MA?
16 investment adviser representatives are registered at firm offices in Westport, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Westport?
Pfs Investments Inc., with 3 registered advisors in Westport, followed by Capital Analysts with 2.
How do I check a financial advisor in Westport?
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.