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Savant Wealth Management financial advisors in Westwood, MA
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Westwood, A to Z.
The short answer
12 registered advisors work at Savant Wealth Management in Westwood, out of 370 at the firm nationwide; it ranks number 4 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Westwood, A to Z
Every Savant Wealth Management advisor →- Sammy A. AzzouzCertified Financial Planner
- Charles S. Bean IIIChartered Financial Consultant
- Christopher M. BeanInvestment adviser rep
- Shane P. BrennanInvestment adviser rep
- Timothy R. DriscollCertified Financial Planner
- Michael P. McHugoCertified Financial Planner
- Jared M. RavechCertified Financial Planner
- Cole G. SamsonCertified Financial Planner
- Michael R. WaldronCertified Financial Planner, Chartered Financial Analyst
- Jennifer M. WatsonInvestment adviser rep
- Kevin R. WebberCertified Financial Planner
- Robert T. WeisseCertified Financial Planner, Chartered Financial Analyst
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 192Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Atlanta, GA 8Lancaster, PA 8Huntersville, NC 6Manassas, VA 6Oklahoma City, OK 5St Paul, MN 5Austin, TX 4Cedar Rapids, IA 4Dover, DE 4South Portland, ME 4Woburn, MA 4
Other firms in Westwood
All Westwood advisors →Citizens Securities, Inc. 37LPL Financial LLC 30Strategic Advisers LLC 20Stage Harbor Financial 7
Questions
How many financial advisors does Savant Wealth Management have in Westwood?
12 investment adviser representatives are registered at Savant Wealth Management offices in Westwood, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Westwood?
Savant Wealth Management ranks number 4 in Westwood by registered advisors; Citizens Securities, Inc. has the most, with 37.
How do I check a Savant Wealth Management advisor in Westwood?
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.