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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in East Greenwich, RI

Every SEC-registered investment adviser representative at a firm office in East Greenwich, with the firms that employ the most of them.

31 registered advisors work in East Greenwich; the most are at Strategic Advisers LLC (7). 7 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in East Greenwich

FirmAdvisors in East Greenwich
Strategic Advisers LLC7
Equitable Advisors, LLC news4
Mariner Independent news3
Edward Jones news2
Lincoln Capital Corporation2
Axis Wealth Partners, LLC1
Cambridge Investment Research Advisors, Inc. news1
Forbes Financial Planning, Inc.1
J.P. Diversified Asset Management LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Onepoint Bfg Wealth Partners1
Retirement Income Security LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
UBS Financial Services Inc. news1
Vetta Investments1
William Joseph Capital Management, Inc.1

Advisors in East Greenwich, A to Z

CFP advisors in East Greenwich →

Other cities in Rhode Island

All of Rhode Island →

Providence 451Warwick 195Riverside 186Johnston 149Cranston 117Smithfield 69Newport 58West Warwick 42East Providence 41Cumberland 31Westerly 31Middletown 30North Kingstown 30Lincoln 29Wakefield 28Portsmouth 20Barrington 19North Providence 16Pawtucket 16Coventry 14Bristol 13South Kingstown 13Narragansett 10North Smithfield 10

Questions

How many financial advisors are in East Greenwich, RI?

31 investment adviser representatives are registered at firm offices in East Greenwich, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in East Greenwich?

Strategic Advisers LLC, with 7 registered advisors in East Greenwich, followed by Equitable Advisors, LLC with 4.

How do I check a financial advisor in East Greenwich?

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.