Business List: Financial Advisors in Boston, MA, USA

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Merrill Lynch Financial Advisor Matthew T O'Hara 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ban********************@m*.com
Edward Jones - Financial Advisor: Matt Cullen, CRPC™ 66 North St, Medfield, MA 02052
50835xxxx4 a.j*********@e**********.com
Matthew Tosh - Private Wealth Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
61758xxxx3 dan************@a***.com 87
Wheelhouse Wealth Advisors 69 Milk St, Westborough, MA 01581 50836xxxx8
Axa Advisors 3 Taft Cir, Hopedale, MA 01747
50847xxxx2
USALLIANCE Financial 71 Station Landing Medford, MA 02155
83322xxxx7 aal***@u*********.org 3.9 39 4 6 4230 224
Crestwood Advisors One Liberty Sq Suite 500, Boston, MA 02109
61752xxxx0 abe**@c****************.com
Michelle Capital Advisors 2451 Centre St, West Roxbury, MA 02132 61730xxxx9
Edward Jones - Financial Advisor: Karen Laplante 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com
Sound View Financial Advisors 128 School St, Walpole, MA 02081
50892xxxx3 tor**********@s*************************.com
Carlin Wealth Management Group - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61758xxxx6 dns*****@a***.com
Fenway Financial Advisors, LLC 501 Boylston St 10th fl, Boston, MA 02116
61770xxxx5 cca****@f***************.com
American Express Financial Advisors 439 Washington St, Braintree, MA 02184
78184xxxx1 ame******************@a***.com
James Henry - TD Wealth Financial Advisor 860 S Main St, Bradford, MA 01835
78160xxxx9 bri************@t*.com 845183 6529 850000
Modica Financial Coaching Needham, MA 02492
78144xxxx1 mod********************@o******.com 5 1
Edward Jones - Financial Advisor: Jessica R Morello 227 Willow St Ste A, South Hamilton, MA 01982
97888xxxx7 a.j*********@e**********.com 86716 98000
Flagship Financial Advisors 301 Edgewater Pl Ste 400, Wakefield, MA 01880
78122xxxx4 bar********@f*********.com
Shawn Y. Eagle - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61745xxxx0 dns*****@a***.com
Great Point Wealth Advisors, LLC One International Pl 45th Floor, Boston, MA 02110
61758xxxx0 bra*@g***************.com 5 1
Merrill Lynch Financial Advisor Brian Matthew Rys 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ale*********@m*.com
Matthew Antonellis - Ameriprise Financial Services 10 City Sq Fl 4 Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Robert Andrews - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Charles Schwab 127 Congress St Fl 01 Boston, MA 02110
61721xxxx0 jan*****@s*****.com 3.8 8 5 2
Ashwood Advisors 5 N Meadows Rd Ste 11, Medfield, MA 02052
50835xxxx2 jac*****@g*****************.com
Richard Miller - Private Wealth Advisor, Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 amy******@a***.com 191 6 211
Mosaic Financial Advisors 6 Crusade Rd, Westford, MA 01886
97869xxxx5 inf*@m*************************.com
Commonwealth Financial Group 1133 Washington St, Boston, MA 02124
61746xxxx1 con*******@f*************.com 3.711
John Worcester - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx0 dns*****@a***.com 81 3 83
Mayflower Advisors 265 Franklin St Fl 4 Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Elizabeth Snow Wilds - Associate Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97830xxxx3 dns*****@a***.com 17 19
Genesis Capital Advisors 532 Page St, Stoughton, MA 02072
78134xxxx3 aba*****@g**************.com 255 19
Boston Advisors, LLC 1 Liberty Sq Fl 10, Boston, MA 02109
61734xxxx0 ami*********@b*************.com
Edward Jones - Financial Advisor: Chris Gleason 50 Mall Rd Ste G15, Burlington, MA 01803 78122xxxx0
Mazur Capital Advisors 5 Walcott St, Hopkinton, MA 01748
50849xxxx6 maz*****@g****.com
Peter Ashley Ramsay - Private Wealth Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 aus************@a***.com
Financial Advisors Network 73 Princeton St Ste 207A, North Chelmsford, MA 01863 97845xxxx4
Pegaesus Advisors 306 Dartmouth St, Boston, MA 02116 85736xxxx7
Marty Ghiringhelli - Private Wealth Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Tom Crowley, CFP® 1692 Massachusetts Ave, Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com 4 4
Joanne Reilly - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97877xxxx3 dns*****@a***.com 20
Feenan Financial Group 234 Copeland St Ste 220 Quincy, MA 02169 61777xxxx0 4.3 3 5 1
Daniel Wagner - Financial Advisor, Ameriprise Financial Services 350 Park St Ste 108, North Reading, MA 01864
97866xxxx4 dan************@a***.com
Corporate Finance Advisors Inc 100 Franklin St, Boston, MA 02110 61729xxxx0
CW Advisors 155 Seaport Blvd, Boston, MA 02210
61742xxxx0 com*******@c*************.com 3.7 3
North Peak Wealth Advisors - Ameriprise Financial Services 101 Longwater Cir Bldg 1, Norwell, MA 02061
61769xxxx0 dns*****@a***.com
Saint Laurent Advisors 100 Cummings Ctr, Beverly, MA 01915
97823xxxx0
Pri Financial Advisors Inc 479 Washington St, Holliston, MA 01746
50842xxxx5
Cannon Beach Financial Advisors 1330 Beacon St, Brookline, MA 02446
61727xxxx8 gre****@c************.com
Kjell Christiansen - Financial Advisor, Ameriprise Financial Services 700 W Center St Ste 10, West Bridgewater, MA 02379
78192xxxx5 dns*****@a***.com
Morgan Stanley Financial Advisors 28 State St 34th Floor, Boston, MA 02109
61757xxxx0 acm***********@m************.com 4 4
Charles Schwab 1262 Boylston St Floor 1, Brookline, MA 02467
61771xxxx0 2.6 11
Michele Heist - Ameriprise Financial Services 76 Bedford St Ste 23 Lexington, MA 02420
78173xxxx7 dns*****@a***.com
Valor Wealth Partners 100 Cambridge St 14th floor, Boston, MA 02114
61764xxxx0 ed@v******************.com 5.03 123
Reynders Mc Veigh Capital Management 121 High St, Boston, MA 02110
61722xxxx9 ab@r**************.com 4.3 3
Welch & Forbes LLC 45 School St, Boston, MA 02108
61752xxxx5 aca*****@w**********.com 5 1
Consumer Financial Services 1509B Blue Hill Ave Mattapan, MA 02126 61729xxxx0
Search Fund Accelerator 334 Boylston St Ste 200 Boston, MA 02116
61765xxxx7 ang***@s********************.com
Gabrielle Clemens 53 State St Suite 3600, Boston, MA 02109
61772xxxx2 gab**************@r**.com 2 2
Tax Credit Advisors 42 Monroe St, Shrewsbury, MA 01545
50884xxxx2 con****@t****************.com
Merrill Lynch Financial Advisor Andrew H. Zimmerman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
1620 Investment Advisors 36 Cordage Park Cir Ste 217, Plymouth, MA 02360
50883xxxx8 dsa**@1*****.com
Daniel J Morong - Financial Advisor, Ameriprise Financial Services 400 Tradecenter Ste 5900, Woburn, MA 01801
78156xxxx5 dan************@a***.com 150
The TPC Group - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Next Step Financial Services 1-99 Sentry Hill Pl Boston, MA 02114
50850xxxx9
Mark Rizzo - Financial Advisor, Ameriprise Financial Services 20 Cabot Blvd Ste 300, Mansfield, MA 02048
50861xxxx7 dns*****@a***.com
William Robinson - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
The Mahadev Group - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx6 dns*****@a***.com
Federal Street Advisors Inc 50 Federal St, Boston, MA 02110
61735xxxx9 aso*****@f************.com
McAdam Financial 101 Federal St #1900, Boston, MA 02110
85726xxxx9 aar**@m*******.com 5 86 254
Guidance Point Advisors, LLC
61786xxxx3 ajw*****@g**************.com
Edward Jones - Financial Advisor: William Thornley 14 Nason St, Maynard, MA 01754
97884xxxx0 a.j*********@e**********.com 15
Liberty Boston Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ade********@u**.com
Raskin Planning Group 175 Federal St Ste 1050 Boston, MA 02110
61772xxxx3 pet*********@l**.com 105 106
Edward Jones - Financial Advisor: Mandy L Calouro-Cooper, ABFP™|AAMS™ 6 Alpine Ln, Chelmsford, MA 01824
97825xxxx1 a.j*********@e**********.com 86248 97000
Garth Fondo - Private Wealth Advisor, Ameriprise Financial Services 1 Lumber St Ste 204, Hopkinton, MA 01748
50849xxxx1 con*********@a***.com 71 82
Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services 401 Edgewater Pl Ste 110, Wakefield, MA 01880
78124xxxx9 dns*****@a***.com
Oppenheimer & Co 1 Federal St Fl 22 Boston, MA 02110 61742xxxx0
Birch Hill Investment Advisors One International Pl, Boston, MA 02110
61750xxxx0 ade********@b****************.com
Ryan Gallagher - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com 128 3
LEVATUS 115 Newbury St Boston, MA 02116
61750xxxx0 dxx*******@l************.com 5 3
Birch Hill Investment Advisors 1 International Pl Ste 780, Boston, MA 02110
61750xxxx0 ade********@b****************.com
James Carey - Private Wealth Advisor, Ameriprise Financial Services 350 Park St Ste 108, North Reading, MA 01864
97866xxxx1 dns*****@a***.com 101
Rick Bellew - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com
Global Vision Advisors 101 Longwater Cir Ste 103, Norwell, MA 02061
78174xxxx3 dhu******@g*******************.com
Haber Trilix Advisors L P 29 Commonwealth Ave, Boston, MA 02116 61737xxxx1
Benchmark Funding Company 1 International Pl, Boston, MA 83249xxxx3
Summit Financial Advisors Inc 50 Walden Way, Milford, MA 01757 50847xxxx0
Edward Jones - Financial Advisor: Tom Streep 77 N Washington St Ste 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com
Patrick J. Kilcoyne - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx3
Lisa Wolf - Private Wealth Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx5 deb***********@a***.com 558 3 616
Richard Pelrine - Financial Advisor, Ameriprise Financial Services 161 Worcester Rd Ste 200, Framingham, MA 01701
50820xxxx9 dns*****@a***.com
J P Marvel Investment Advisors 265 Franklin St Ste 900, Boston, MA 02110
61734xxxx0 gjo*******@j*******.com
Moore Financial Advisors LTD 7 Clyde Rd, Watertown, MA 02472
61739xxxx9 doe**@m************.com
Stanton Park Capital 867 Boylston St Ste 500 Boston, MA 02116
78122xxxx3 con****@s*************.com
Wells Fargo Advisors 130 Turner St, Waltham, MA 02453
78147xxxx0 ada*********@w*****************.com 3.5 2 188708 190000
Bayside Financial Services 29 Farragut Rd South Boston, MA 02127 61726xxxx9 5 1
Longwood Financial Advisors 9 Monroe St, Northborough, MA 01532 50839xxxx1
Radius Wealth Management 1 Batterymarch Park Ste 310 Quincy, MA 02169
61776xxxx0 adm**@r***********.com 25 3
Deloitte 200 Berkeley St Rm 820 Boston, MA 02116
61743xxxx0 ada*******@w***.deloitte 557432
Sandy Leith - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com
David Simon - Financial Advisor, Ameriprise Financial Services 266 Main St Ste 6B, Medfield, MA 02052
50824xxxx6 dav**********@a***.com
Financial Architects Partners 265 Franklin St, Boston, MA 02110
61725xxxx0 cdo***@f*****.com
ThomasPartners Investment Management 1 International Pl #34, Boston, MA 02110 87737xxxx0
Kenneth B Cook - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx7 dns*****@a***.com
Woodstock Corp 101 Arch St #1000, Boston, MA 02110
61722xxxx0 ada****@w************.com
Centerpoint Advisors 175 Highland Ave Ste 302, Needham Heights, MA 02494
61721xxxx0 ant****@c******************.net
American Express Financial Advisors 197 8th St, Charlestown, MA 02129 61724xxxx0 ame******************@a***.com
Metro Credit Union - Chelsea - Main Office 200 Revere Beach Pkwy Chelsea, MA 02150
87769xxxx6 aav***@m******.org 2.7 116 1.8 85
Summit Trail Advisors 90 Canal St 4th floor, Boston, MA 02114
61795xxxx5 ada***@s**********.com
Tom Curran - Private Wealth Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx2 dns*****@a***.com 139 138
Metro Credit Union - Boston - Commonwealth Avenue 922 Commonwealth Ave Boston, MA 02215
87769xxxx6 aav***@m******.org 3.3 10 2.6 9
Merrill Lynch Wealth Management 440 Boylston St, Boston, MA 02116
61769xxxx6 ale*********@m*.com 1 1
Bessemer Trust Private Wealth Management Boston MA Two International Place, International Pl 22nd floor, Boston, MA 02110
61727xxxx0 Leg**@B*******.com
Antaeus Wealth Advisors 80 Central St Ste 150, Boxborough, MA 01719
97826xxxx9 aco****@a************.com 214
John R Kelly - Financial Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx2 dns*****@a***.com 11
Christian O'Donnell - TD Wealth Financial Advisor 235 Alewife Brook Pkwy, Cambridge, MA 02138
61736xxxx9 abc*******@t*.com 844104 6529 849000
Love Olowu - TD Wealth Financial Advisor 79 Lynnfield St, Peabody, MA 01960
97881xxxx4 dns*****@t*****.ca 844534 6529 849000
Timothy E LePain - Financial Advisor, Ameriprise Financial Services 2 Summer St Ste 17, Natick, MA 01760
50865xxxx5 dns*****@a***.com
Ceogi Capital Group 75 State St Ste 100 Boston, MA 02109
80055xxxx9 c18*****************************@s*****.wixpress 5 5 263 4 276
Zach Albert - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78127xxxx7 joh*******@c*.rbcwealthmanagement 47
Single Point Partners 277 Dartmouth St, Boston, MA 02116
61760xxxx0 abr****************@s****.com 5 12 19 4
William Wiseman - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Carla B Keen 6 Alpine Ln, Chelmsford, MA 01824
97825xxxx1 a.j*********@e**********.com 86227 96000
Kevin MacIntyre - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx9 jef**********@r**.com
Sandy Pegram - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx1 joh*******@c*.rbcwealthmanagement 12202 14000
The Buckley Group 268 Summer St Boston, MA 02210
50858xxxx5 car***********@b***********.org
Lfg Advisors 900 Cummings Ctr, Beverly, MA 01915 97896xxxx7
Streetlight Ventures 4 13th St Charlestown, MA 02129
50887xxxx6
RBC Wealth Management Branch - Boston 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 3 2 14777 16000
Merrill Lynch Financial Advisor Kirk J Wolford 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com 5.01
Wells Fargo Advisors: Ronald Hertel 2 International Pl, Boston, MA 02110
61728xxxx3 ada*********@w*****************.com 188708 190000
Jay Gordon - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx4 and*************@a***.com 226 231
Cerity Partners 699 Boylston St Boston, MA 02116
aad***@c*************.com
Freedom Credit Solutions Boston, MA 02127
85595xxxx3
Independent Realty Management 256 Marginal St East Boston, MA 02128
61756xxxx1 bro***@i********************.com 5 3
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services 4 Central St, Foxborough, MA 02035
50854xxxx7 car*************@a***.com 328
Flagship Harbor Advisors 145 South Main Street, Bradford, MA 01835 97898xxxx3
Clearpoint Credit Counseling Solutions 225 Franklin St Ste 2672 Boston, MA 02110
61742xxxx5 ada@c*********.org
Edward Jones - Financial Advisor: Collin T Habig 905 S Main St, Mansfield, MA 02048 50833xxxx1
Herb Hollender - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97853xxxx0 dns*****@a***.com
Partners Capital Investment Group 600 Atlantic Ave, Boston, MA 02210
61729xxxx0 alv**@p***********.com
Edward Jones - Financial Advisor: Jack McCarthy 77 N Washington St Suite 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 5 1 83537
Solari Financial Planning, LLC 10 Post Office Square 8th floor, Boston, MA 02109
60347xxxx8 eli******@s**************.com 5 4
Kellie D Jacques - Financial Advisor, Ameriprise Financial Services 2221 Washington St Ste 202, Newton, MA 02462
61791xxxx1 dns*****@a***.com 34
Merrill Lynch Financial Advisor Driscoll M DoCanto 440 Boylston St, Boston, MA 02116
61769xxxx6 ban********************@m*.com
Jody P. Chadwick - RBC Wealth Management Financial Advisor 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx8 rbc*********@r**.com 12372 14000
Harvey Albert - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78127xxxx3 joh*******@c*.rbcwealthmanagement 47
CPMR Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx9 abc*******@u**.com
Stone Coast Financial Advisors 10 Derby Sq, Salem, MA 01970 97874xxxx1
TFC Financial Management, Inc. 260 Franklin St #1888, Boston, MA 02110
61721xxxx0 bha****@t***********.com
In Good Company 1653 Beacon St Brookline, MA 02445
61769xxxx7 dom********@m*********.com 24
Oechsle International Advisors 33 Arch St Ste 3201, Boston, MA 02110
61733xxxx0 aad****@a******************.com
Evergreen Retirement Planning 399 Boylston St Fl 6 Boston, MA 02116
97849xxxx8 nic*@e**********************.com 5 1
John R. Simeone - Financial Advisor, Ameriprise Financial Services 162 Washington Ave, Needham, MA 02492
78144xxxx7 dns*****@a***.com
Greg Kelley - RBC Wealth Management Financial Advisor 75 State St Ste 1700, Boston, MA 02109
61772xxxx9
Andrea Bates McGrath, CFP RICP CRPC 92 High St Ste B1 Medford, MA 02155
78139xxxx5
KJH Financial Services 75 2nd Ave Ste 602 Needham, MA 02494
78141xxxx9 a.a****@k*******************.com
Edward Jones - Financial Advisor: Alan D Bell, AAMS™ 222 Great Rd Ste 8, Littleton, MA 01460
97848xxxx9 a.j*********@e**********.com 142
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61739xxxx7 cou**************@a***.com
Paul Martin Derbyshire - Private Wealth Advisor, Ameriprise Financial Services 308 W Central St Ste C, Franklin, MA 02038
50852xxxx0 dns*****@a***.com
David Miller, CPA 625 Massachusetts Ave, Cambridge, MA 02139
61743xxxx2 inf*@d************.com 4.9 48 5 13 5
Edward Jones - Financial Advisor: Haley C Adams, CFP®|ChFC®|AAMS™ 628 Somerville Ave Ste 1, Somerville, MA 02143
61776xxxx0 a.j*********@e**********.com 140 3 144
John White - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx0 jac*******@r**.com 4
Greg O'Brien - TD Wealth Financial Advisor 405 Franklin St, Braintree, MA 02184
85726xxxx6 bri**@t*.com 845183 6529 850000
Amy D'Arrigo Pasquarelli - Wilmington Advisors @ M&T 1 Conant St, Danvers, MA 01923
97862xxxx9 adv****@w*****************.com 93607 2283 95000
Anthony Mirabelli - Financial Advisor, Ameriprise Financial Services 2 Electronics Ave Ste 36, Danvers, MA 01923
97864xxxx6 ant****************@a***.com
Thomas L Reardon - Private Wealth Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
78134xxxx0 deb*************@a***.com 148 19
Greg O'Brien - TD Wealth Financial Advisor 200 State St, Boston, MA 02109
85726xxxx6 abc*******@t*.com 843893 6530 849000
Capital Security Advisors 98 N Washington St Ste 101, Boston, MA 02114
85728xxxx0 inf*@c*************.com
New Frontier Advisors 155 Federal St, Boston, MA 02110
61748xxxx3 abe**@n******************.com
Paul Hart - Financial Advisor, Ameriprise Financial Services 22 S Main St Ste 1, Topsfield, MA 01983
97888xxxx8 dns*****@a***.com
P J Greene - Private Wealth Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 210, Hingham, MA 02043
78155xxxx1 dns*****@a***.com 543 565
Webster Financial Advisors 100 Franklin St, Boston, MA 02110 86069xxxx3
Ridgeway Advisors 1 International Pl Ste 2604 Boston, MA 02110
61727xxxx8 ed.*****@r***************.com
Joseph T. Twardy, Jr., CPA, LLC 405 Waltham St Ste 382 Lexington, MA 02421
78127xxxx0 inf*@t********.com 5 4 19 18
Alpha Investment Advisors Inc 3 Saddle Way, Walpole, MA 02081 50866xxxx4
Creative Wealth Advisors 1 Gateway Ctr Ste 350, Newton, MA 02458
61796xxxx0
James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services 529 Main St Ste P200, Charlestown, MA 02129
61733xxxx9 dns*****@a***.com
Advisor Investment Management 42 Pleasant St, Watertown, MA 02472
61792xxxx2 abu**@a*****************.com 1315 3 1400
Tyler Ash - TD Wealth Relationship Manager 200 State St 8th Fl, Boston, MA 02109
61731xxxx5 abc*******@t*.com 842957 7457 848000
Dylan Presnal - Financial Advisor, Ameriprise Financial Services 5 Mount Royal Ave Ste 180, Marlborough, MA 01752
77424xxxx1 ama*********@a***.com 138 3 150
Kirkland Advisors 143 Newbury St, Boston, MA 02116 61726xxxx0 a@c****************.com
Fairfield Financial Advisors 20 William St Ste 260, Wellesley Hills, MA 02481
78143xxxx9 che****@f*******************.com
Anchorwatch Capital Advisors 75 Union Ave, Sudbury, MA 01776 97829xxxx2
William P Devilly - Private Wealth Advisor, Ameriprise Financial Services 175 Derby St Ste 1, Hingham, MA 02043
78174xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: James Case 285 Billerica Rd Ste 105, Chelmsford, MA 01824 97831xxxx7 acc**********@e**********.com 86227 96000
Assabet Advisors 4 Smith Rd, Northborough, MA 01532
50835xxxx6 lph****@a**************.com
Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx0 car************@a***.com 5 27 558 3 616
Steve Gesualdi - Associate Financial Advisor, Ameriprise Financial Services 401 Edgewater Pl Ste 110, Wakefield, MA 01880
78124xxxx9 dns*****@a***.com
Jaclyn Stanley - Financial Advisor, Ameriprise Financial Services 700 W Center St Ste 10, West Bridgewater, MA 02379
78176xxxx1 ale************@a***.com
Edward Jones - Financial Advisor: Chiquita Rice 1330 Beacon St Ste 242 S S Pierce Building Brookline, MA 02446
61773xxxx3 acc**********@e**********.com
Northwestern Mutual 1 Beacon St fl 25, Boston, MA 02108
61774xxxx0 a.-***********@n*****************.com 107312 16163 108000
Lake Street Advisors 155 Federal St Ste 502, Boston, MA 02110
61730xxxx0 ali***@l*****************.com
Anchor Capital Advisors LLC Two International Place, Boston, MA 02110
61733xxxx0 aca@a************.com
Tax Advisor 173 Concord St, Framingham, MA 01702
50886xxxx6 con****@t************.com 4.9 10 4.8 14 531 111 551
Rocktree Financial Advisors 53 Burroughs St, Boston, MA 02130
61752xxxx0
Edward Jones - Financial Advisor: Craig R Geddes, CFP®|ChFC®|CPWA® 465 S Washington St Ste 203, North Attleboro, MA 02760
50833xxxx1 a.j*********@e**********.com 8 9
Daniel Hall - Financial Advisor, Ameriprise Financial Services, LLC 60 State St, Ste 2100, Boston, MA 02109
61745xxxx0 dah***@a***.com 5 1
Collingwood Wealth Management 90 Canal St Ste 400 Boston, MA 02114
61784xxxx5 dav************@c****************.com
ArolCap Group Boston, MA 02111 85723xxxx7
Marcus Financial Advisors 266 Cabot St, Beverly, MA 01915
97892xxxx6 mar************************@c*************.com
Phil Perry - Keenan Financial 470 Atlantic Ave Fl 4 Boston, MA 02210
61721xxxx5 ben***********@k**************.com 5 10 349
Edward Jones - Financial Advisor: Victoria N Robillard, CEPA® 103 Front St, Scituate, MA 02066
78154xxxx6 acc**********@e**********.com 37
Barry Financial Advisors 1306 Cricket Ln, East Walpole, MA 02032
50866xxxx6 joh*******@c***********.com
Mark Gomes - Financial Advisor, Ameriprise Financial Services 273 Winter St Ste 1, Hanover, MA 02339
78182xxxx6 dns*****@a***.com
Aaron Gerstel - Financial Advisor, Ameriprise Financial Services 22 Depot St Ste 2, Duxbury, MA 02332
78187xxxx5 aar************@a***.com
Jefferson Correia - Financial Advisor, Ameriprise Financial Services 400 Tradecenter Ste 5900, Woburn, MA 01801
78156xxxx9 dns*****@a***.com 202 199
Sean P Flannery - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx2 dns*****@a***.com 158
James F Forcier - Financial Advisor, Ameriprise Financial Services 465 Waverley Oaks Rd Ste 211, Waltham, MA 02452
78199xxxx6 dns*****@a***.com
Baum Wealth Advisors - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com
Chrisann Taras - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx2 joh*******@c*.rbcwealthmanagement
Isabella Wakeman - Associate Financial Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx7 deb***********@a***.com 558 3 616
Timothy Burgess - Financial Advisor, Ameriprise Financial Services 792 S Main St Ste 105, Mansfield, MA 02048
50845xxxx2 dns*****@a***.com
Merrill Lynch Financial Advisor Matthew C Cox 100 Federal St, Boston, MA 02110
61794xxxx7 ale*********@m*.com
James Henry - TD Wealth Financial Advisor 41 Drum Hill Rd, Chelmsford, MA 01824
78160xxxx9 bri************@t*.com 844322 6529 849000
Stacey B Coffey - Financial Advisor, Ameriprise Financial Services 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx1 dns*****@a***.com
Keenan Financial 11 Beacon St 13th Floor, Boston, MA 02108
97827xxxx3 ben***********@k**************.com 5 1 5 10 349
Daniel McGrath - Financial Advisor, Ameriprise Financial Services 400 Tradecenter Ste 5900, Woburn, MA 01801
78156xxxx5 dan*************@a***.com
Boston Financial Management 255 State St, Boston, MA 02109
61733xxxx8 abb**@b********.com 5 1 87 46 116
Bradford J Rindler - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
Ameriprise Financial Advisors 197 8th St Ste 750 Charlestown, MA 02129
61724xxxx2 dns*****@a***.com 1 1
Edward Karsch - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx0 dns*****@a***.com
Collins Financial Advisors 1 W Foster St Ste 8, Melrose, MA 02176 78166xxxx7
Financial Advisor 1 Beacon St, Boston, MA 02108
61774xxxx0 ala************@n*.com
Michael Costa - Private Wealth Advisor, Ameriprise Financial Services 10 Cedar St Ste 33, Woburn, MA 01801
78193xxxx1 dns*****@a***.com 122
Edward Jones - Financial Advisor: Tim Mazanec 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Timothy Braceland 130 Rumford Ave Ste 101, Auburndale, MA 02466
61752xxxx5 a.j*********@e**********.com 86724 98000
Opportune Financial Services Quincy, MA 02171 61765xxxx9 5 1
Andrew Heald - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx4 joh*******@c*.rbcwealthmanagement
Joseph Matta - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
97864xxxx6 dns*****@a***.com
Alison Palmer Meade - Private Wealth Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 210, Hingham, MA 02043
78155xxxx0 ali***********@a***.com 543 565
Kevin P Meredith - Financial Advisor, Ameriprise Financial Services 869 Main St Ste 6, Walpole, MA 02081
50866xxxx2 dns*****@a***.com
Antaeus Wealth Advisors 80 Central St, Acton, MA 01720 97826xxxx9
Zevin Asset Management 2 Oliver St Suite 806, Boston, MA 02109
87751xxxx5 ben@z****.com
Edward Jones - Financial Advisor: Ryan Nelson 12 Essex St, Andover, MA 01810
97847xxxx3 a.j*********@e**********.com
Boston Advisors One Liberty Sq, Fl 10, Boston, MA 02109
61734xxxx0 ami*********@b*************.com
Hoopoe Advisors 603 Massachusetts Ave, Boston, MA 02118
61770xxxx9 doe@h*************.com
South End Wealth Management - Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 190 8 191
Darrow Wealth Management 22 Boston Wharf Rd 7th floor, Boston, MA 02210
61733xxxx0 adi@d*********************.com 55
Ernie Joseph - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 12814
Steve Benak - Registered Practice Associate, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx2 dns*****@a***.com
Bolvin Wealth Management Group Inc 31 Milk St #203, Boston, MA 02109
61734xxxx4 bil************@b***********.com
O’Brien Wealth Partners 177 Huntington Ave Ste 2010 Boston, MA 02115
61754xxxx7 ake*****@o*******.com 5 6 17
Keith Weinstein - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx8 and*************@a***.com
Mary Catherine Costa - Associate Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61791xxxx4 ale***********@a***.com 2229 141 2200
Safe Harbor Retirement Planning 152 Lynnway Lynn, MA 01902
78159xxxx0 5 1
Kevin Connors - Ameriprise Financial Services 10 City Sq Fl 4 Charlestown, MA 02129
61758xxxx6 dns*****@a***.com 165
Joseph G Flynn - Private Wealth Advisor, Ameriprise Financial Services 229 Billerica Rd Ste 2ND, Chelmsford, MA 01824
97825xxxx3 dns*****@a***.com
Thomas Leone - Financial Advisor, Ameriprise Financial Services 99 Derby St Ste 200, Hingham, MA 02043
78155xxxx7 dns*****@a***.com
Crosspoint Financial Advisors 1 Olde North Rd, Chelmsford, MA 01824
97825xxxx0 ken@c******************.com
Andrew St. Pierre - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97853xxxx0 and************@a***.com
Perennial Advisors Group 270 Littleton Rd Ste 19, Westford, MA 01886
97857xxxx5 dc@p*********************.com 10
Revere Securities 160 State St Fl 7 Boston, MA 02109
85745xxxx2 ama********@r***************.com
Fidelity Investments 245 Summer St Ste 1100 Boston, MA 02210 61756xxxx3 1 2
Stephen Savrann - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx3 dns*****@a***.com
Charles Schwab 1262 Boylston St Fl 01 Chestnut Hill, MA 02467
61771xxxx0 asc********@s*****.com 2.6 5
Beacon Wealth Advisors 1330 Beacon St Ste 355A Brookline, MA 02446
61773xxxx9 inf*@b**************.com 4.4 7
Wellesley Financial Advisor - CLOSED 70 Walnut St, Wellesley Hills, MA 02481
Edward Jones - Financial Advisor: David H Im 754 Massachusetts Ave Arlington, MA 02476
78164xxxx4 a.j*********@e**********.com 127 2
BRIDGE Wealth Management 60 State St Floor 21, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Frank X Addonizio - Private Wealth Advisor, Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
61784xxxx0 dns*****@a***.com 491 493
The Charles River Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Edward Jones - Financial Advisor: Kim Carroll 3 Mill St Rear 2, Attleboro, MA 02703
50822xxxx7 a.j*********@e**********.com 3.7 3 493 41 501
Mission Wealth 225 Franklin St Fl 26 Boston, MA 02110
61775xxxx1 ach****@m************.com
Moors & Cabot One Federal St Fl 19 Boston, MA 02110
80042xxxx1 aal****@m*********.com 5 1
Rose Park Advisors 200 State St Ste 12, Boston, MA 02109
61784xxxx5 aj@r***************.com
Artemis Financial Advisors 115 Newbury St, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 142 149
Edward Jones - Financial Advisor: Alexander C Araniz 55 West St, Walpole, MA 02081
50866xxxx2 a.j*********@e**********.com 60 60
Justin Delaney - TD Wealth Financial Advisor 232 S Main St, Middleton, MA 01949
97899xxxx2 cri**************@t*.com 844104 6529 849000
Paul Giglio - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx9
Keith Weinstein - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 and*************@a***.com
Kauffman and Davis, P.C. 50 Congress St Ste 330 Boston, MA 02109
61774xxxx5 c18*****************************@s*****.wixpress 3 2 5 1
Edward Jones - Financial Advisor: Michael J Quinn, AAMS™ 25 Railroad Sq Ste 201, Haverhill, MA 01832
97837xxxx3 a.j*********@e**********.com 86724 98000
Brian Devilly - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 1, Hingham, MA 02043
78174xxxx7 bri**********@a***.com 117
John Hancock Financial Advisors 45 William St, Wellesley Hills, MA 02481
78148xxxx8 dns******@m*******.com
Brookmoor Adams Advisors 14 Baldwin Rd, Westford, MA 01886
97869xxxx1 kly***@b*************.com
Michael Fontaine - Private Wealth Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx2 dns*****@a***.com
Merrill Lynch Financial Advisor Jason L Silverman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Brian J Kiefer - Financial Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx4 bri***********@a***.com
Darryl R Ruffen - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97877xxxx2 dar************@a***.com 151 148
Edward Jones - Financial Advisor: Connor P Slein 153 Main St, Salem, NH 03079
60389xxxx6 a.j*********@e**********.com 86722 98000
LP Capital Advisors 545 Boylston St Ste 202, Boston, MA 02116 61783xxxx0 eve***@s*****************.com
Corporate Executive Consulting Group - UBS Financial Services Inc. One Post Office Square 33rd Floor, Boston, MA 02109
61743xxxx7
Oasis Wealth Advisors - Ameriprise Financial Services 76 Main St, Andover, MA 01810
97847xxxx4 ash***********@a***.com 3.9 7
J Ali Alimi - Financial Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61733xxxx8 all**************@a***.com
Mayflower Advisors LLC 265 Franklin St #4, Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Joshua Sokol - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61739xxxx5 ale***********@a***.com 2229 141 2200
Albert Dobrushkin, Merrill Lynch Financial Advisor 2221 Washington St Newton, MA 02462
61724xxxx6 aas***********@m*.com 1 1
Beacon Pointe Wealth Advisors 400 Totten Pond Rd, Waltham, MA 02451
61761xxxx5 aba*****@b***********.com
Columbus Advisors 1 Charles St S Unit 14A, Boston, MA 02116
78171xxxx2 inf*@c********************.com 34
Edward Jones - Financial Advisor: Walter W Hartford 55 Market St Ste 102, Ipswich, MA 01938 97835xxxx2
Eric J. Werblow - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx3
Edward Jones - Financial Advisor: David A Noetzel 535 Main St, Winchester, MA 01890
78172xxxx9 a.j*********@e**********.com 86413 97000
BRIDGE Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com 80 81
Peak Financial Management 93 Worcester St Ste 101 Wellesley, MA 02481
78148xxxx0 chr**@p*************.com 4.1 9 5 2 123 157
Tim Hayes 39 Braddock Park Boston, MA 02116
50827xxxx7 tim******@c****************.com 72 76
Edward Jones - Financial Advisor: Gregg Helbock 293 Washington St Ste 1, Norwell, MA 02061
78165xxxx6 a.j*********@e**********.com 86716 98000
Metro Credit Union - Boston - Massachusetts Avenue 1071 Massachusetts Ave Boston, MA 02118
87769xxxx6 aav***@m******.org 2.9 89 2.1 29
Edward Jones - Financial Advisor: Michael J DeBiase, CRPC™ 1660 Soldiers Field Rd Ste 2, Boston, MA 02135
61726xxxx2 a.j*********@e**********.com 86724 98000
Jeffrey S Miller - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
97877xxxx0 dns*****@a***.com
New Boston Financial 58 Harvard St Brookline, MA 02445
61773xxxx0 mto*@n*****************.com
Segal Marco Advisors 116 Huntington Ave Ste 800, Boston, MA 02116
61742xxxx0 aam****@s******.com
Fenway Financial Advisors 20 Park Plz Lbby 4, Boston, MA 02116
61794xxxx2 cca****@f***************.com
Aaron Piscia - Financial Advisor, Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
50849xxxx0 aar*********@a***.com
TIAA Financial Services 33 Arch St Suite 1210, 12th floor, Boston, MA 02110
87755xxxx2 acc******************@t***.org 5 1
Fiduciary Trust Company 53 State St, Boston, MA 02109
61748xxxx0 a.b*****@f**************.com 5 2
Oasis Wealth Advisors - Ameriprise Financial Services 40 Washington St Ste 250, Wellesley, MA 02481
50828xxxx0 ash***********@a***.com
Archer Bay Capital 62 Commercial Wharf Boston, MA 02110
61745xxxx9 jsm***@a***************.com 5 3 5 4
Scott Grenert - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 jef**********@r**.com
Edward Jones - Financial Advisor: Marshall-Ben Tisdale, AAMS™ 270 Littleton Rd Ste 17, Westford, MA 01886
97869xxxx5 a.j*********@e**********.com 87
Greg O'Brien - TD Wealth Financial Advisor 12 Whiting St, Hingham, MA 02043
85726xxxx6 bri**@t*.com 844104 6529 849000
J Fierstein Financial Advisors 29 Water St, Westborough, MA 01581
50836xxxx0
James Henry - TD Wealth Financial Advisor 27 Main St # 61, Andover, MA 01810
78160xxxx9 bri************@t*.com 845183 6529 850000
The Nolan Group - Ameriprise Financial Services 48 Mount Vernon St Ste 300 Winchester, MA 01890
78160xxxx3 deb***********@a***.com 558 3 616
Fidelity Investments 155 Congress St, Boston, MA 02110
80034xxxx0 cop***********@f**.com 2.6 16 329114 353000
Andy Griswold - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx2 ste**************@r**.com
Merrill Lynch Private Wealth Advisor Thomas F McConnell 100 Federal St, Boston, MA 02110
61794xxxx1 ale*********@m*.com
Fidelity Investments 82 Devonshire St Boston, MA 02109
61756xxxx0 a61****@f*******.com 1 6 329111 353000
Regiment Capital Advisors 70 Federal St, Boston, MA 02110
61748xxxx0 bhe*****@r**************.com
Brown Advisory 100 High St 27th floor, Boston, MA 02110
61771xxxx0 aa@b************.com 725
Joshua Gould - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx9 dns*****@a***.com
Stephen Coffey - Private Wealth Advisor, Ameriprise Financial Services 230 Second Ave Ste 120, Waltham, MA 02451
78162xxxx0 ama*************@a***.com
Andover Financial Advisors 249 Lowell St, Andover, MA 01810
97847xxxx2 cha****@a***************.com
Avi Finder - Private Wealth Advisor, Ameriprise Financial Services 161 Worcester Rd Ste 200, Framingham, MA 01701
50882xxxx7 avi*********@a***.com 118
Stellah Tax Financial Consulting Firm Boston, MA 02108
50824xxxx4 inf*@s*********.com 5 1
Jeff Wheeler - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 27, Hingham, MA 02043
78138xxxx3 dav***********@a***.com
Samuel Lookner - Financial Advisor, Ameriprise Financial Services 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx0 dns*****@a***.com 2 8
Edward Jones - Financial Advisor: Justin Murphy, CFP® 231 Chief Justice Cushing Hwy Ste 204, Cohasset, MA 02025
78138xxxx6 a.j*********@e**********.com 86724 98000
Curtin and Associates - Ameriprise Financial Services 20 Park Plz Ste 465 Boston, MA 02116
87752xxxx2 aar*********@a***.com
Flagship Harbor Advisors 346 Commercial Street, Boston, MA 02109
85735xxxx9 aba*****@f*************.com 5.013
Tom Duval - Financial Advisor, Ameriprise Financial Services, LLC 121 Mt Vernon St, Boston, MA 02108
61736xxxx6
GVP Global Corp 71 Commercial St Ste 265 Boston, MA 02109
85726xxxx9
Molly Solari - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx1 lia********@r**.com 53 59
Catherine Fitzgerald - Financial Advisor, Ameriprise Financial Services 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx5 cat*******************@a***.com
Bates Financial 92 High St Ste B2 Medford, MA 02155
78165xxxx7
Edward Jones - Financial Advisor: Ashley K Brothers, CFP® 24 Maple St, Danvers, MA 01923
97876xxxx2 a.j*********@e**********.com
Northeast Investment Advisors 40 Speen St Ste 202, Framingham, MA 01701
50842xxxx6 aly*********@n**********.com
Wendy Davidson - Financial Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
50879xxxx1 cat************@a***.com
Nubian Square Investment Advisors
61731xxxx1 adv*************@n*************.com
Edward Jones - Financial Advisor: Holly B Landry 1600 Providence Hwy Ste 121, Walpole, MA 02081
50866xxxx8 a.j*********@e**********.com 5 6 86202 96000
Optio Wealth Management Group - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 136 138
Kelly Hudak - Ameriprise Financial Services 10 City Sq Fl 4 Charlestown, MA 02129
61758xxxx3 dns*****@a***.com 165
Baystate Fiduciary Advisors 101 Federal St Suite 1900, Boston, MA 02110
86641xxxx5 dns******@c********.com
Balanced Rock Investment Advisors 1408 Centre St, Boston, MA 02131
61797xxxx3 bri**@b*****************************.com
Fidelity Investments 111 Devonshire St Boston, MA 02109 61742xxxx8
Corporate Finance Advisors Inc 100 Franklin St, Allston, MA 02134 61729xxxx0
Merrill Lynch Financial Advisor Ari Stern Weber 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx0 ban********************@m*.com 3.02
Rise North Capital 25 Braintree Hill Office Park Ste 403 Braintree, MA 02184
78151xxxx9 bor***@r***************.com 4 4 305 15 320
Jose Garcia - Financial Advisor, Ameriprise Financial Services 101 Longwater Cir Bldg 1, Norwell, MA 02061
78198xxxx5 dns*****@a***.com
Tax Prep Boston 139 Magazine St Cambridge, MA 02139
87782xxxx4 inf*@t************.com 5 2 15
Ma Niel UK 1 International Pl Ste 1400 Boston, MA 02110
85520xxxx0
McAdam Financially Advanced 27 School St Ste 401 Boston, MA 02108 85726xxxx9 1 2
Hannah Doherty - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx6 ali************@u**.com
Metro Credit Union - Medford 1 Salem St Medford, MA 02155
87769xxxx6 aav***@m******.org
Merrill Lynch Financial Advisor Robert A. White 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Integritas Financial Advisors 346 Commercial St, Boston, MA 02109 97898xxxx4
David Poulin - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8
Merrill Lynch Financial Advisor Brian Carney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx1 ale*********@m*.com
Harbour Financial Group 84 State St Ste 300 Boston, MA 02109
Solari Financial Planning 10 Post Office Square Fl 8 Boston, MA 02109
60347xxxx8 joh*@s**************.com 5 4
FGU Investments 529 Main St Ste P200 Charlestown, MA 02129
61765xxxx7 jam***********@f*************.com 4.6 14
Quality Tax and Business Partners 84 High St Ste 1 Medford, MA 02155
78139xxxx6 cre****@q***.net 4.9 50 5 8 4.9 36 230 18 232
Collaborative Wealth Advisors 319 Littleton Rd Ste 204, Westford, MA 01886
97839xxxx0 cwa*********@d***.jewellaprivacy
Eric Merrigan - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Jim Rubera 76 Merrimack St Ste 5, Haverhill, MA 01830
97864xxxx7 a.j*********@e**********.com 5 2 238 240
Merrill Lynch Financial Advisor Daniel G Heyman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ban********************@m*.com
Bain Gill - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx0 wms**********@r**.com 12372 14000
Bessemer Trust 2 International Pl Boston, MA 02110
61727xxxx0 bes********************@a*********.email
Timber Creek Capital Management LLC 44 School St 410 F4, Boston, MA 02108
61772xxxx5 b.b****@t******************.com
Edward Jones - Financial Advisor: Sean P Hogan 216 Washington St Brookline, MA 02445
61773xxxx8 a.j*********@e**********.com 86724 98000
Aurora Financial Advisors 180 Linden St Ste 8A, Wellesley, MA 02482
78123xxxx6
Heritage Financial Services 100 Lowder Brook Dr Ste 1000 Westwood, MA 02090
78122xxxx4 aal*******@h****************.net 5 2 266 3 269
Eric Fallon - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61750xxxx7 ann*****************@a***.com
Edward Jones - Financial Advisor: Haley C Adams 1692 Massachusetts Ave, Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com
Michael G McIntyre - Private Wealth Advisor, Ameriprise Financial Services 100 Grandview Rd Ste 322, Braintree, MA 02184
78135xxxx6 dns*****@a***.com
JBS Capital Management 225 Franklin St Boston, MA 02110
61720xxxx4
Auxani Advisors 35 Village Ste 100, Middleton, MA 01949 80044xxxx9
Edward Jones - Financial Advisor: Amanda T Adams, CFP® 465 S Washington St Ste 203, North Attleboro, MA 02760
50880xxxx0 a.j*********@e**********.com 8 8
The Harborside Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Aureus Asset Management 1 Winthrop Square, Boston, MA 02110 61772xxxx0
Lorna Rose Sabbia Investment Adviser Boston, MA 02110
30161xxxx0
Elm Tree Capital 18 Shipyard Dr Ste 2A Hingham, MA 02043
78123xxxx2 eri*@e*************.com
Columbia Management Advisors 100 Federal St Fl 29, Boston, MA 02110
61748xxxx0 ame****************@e*.ameriprise 132790 134000
Choate Investment Advisors 2 International Pl, Boston, MA 02110
61797xxxx0 aan**************@c*****.com
Rich Van Loan - Private Wealth Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
61733xxxx3 dns*****@a***.com 338 345
Edward Jones - Financial Advisor: Steven Mongelli 200 Littleton Rd, Westford, MA 01886 97869xxxx5
Edward Jones - Financial Advisor: Michael A Hughes 77 N Washington St Ste 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 12
Jennifer Sauer - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
61758xxxx8 aru*************@a***.com
Tia McNamara - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx4 dns*****@a***.com
Canby Financial Advisors 161 Worcester Rd Ste 205, Framingham, MA 01701
50859xxxx2 cbo****@c*************.com
Edward Jones - Financial Advisor: Tom Crowley 1692 Massachusetts Ave Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com 1 1 85094
Munroe Greg 346 Commercial St Munroe Morrow Wealth Management Boston, MA 02109
61760xxxx0 bri*****@m*****************.com 4.7 13
Financial Advisors, The 15 Railroad St, Andover, MA 01810
97847xxxx2 bmi****@t*********************.com
Vis Wealth Partners 1 Marina Dr Fl 16 Boston, MA 02210
78133xxxx9 ash*****@b****************.com
Catalyst Wealth Advisors 27 Park St, Westborough, MA 01581
50836xxxx0 ces*****@c**************.com 511
Pythar Capital Advisors 99 Summer St Ste 1520, Boston, MA 02110 61739xxxx1
Sentry Hill Financial Advisors 1 Beacon St Ste 25B, Boston, MA 02108
61753xxxx4 acc******@n*.com
Standard Normal 625 Massachusetts Ave Cambridge, MA 02139
85750xxxx4 bra**********@s*************.com
Edward Jones - Financial Advisor: Brian E Smith, CFP®|AAMS™ 30 Mechanic St Ste 1, Foxboro, MA 02035
50854xxxx5 a.j*********@e**********.com 81 82
Brooke Private Equity Advisors 114 State St, Boston, MA 02109
61722xxxx0 cau****@b********.com
Merrill Lynch Financial Advisor Chris Hayden 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Mark Balfour - Registered Practice Associate, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61758xxxx2 dns*****@a***.com
Beaconcrest Capital Management 125 Summer St Ste 1820 Boston, MA 02110
kev*********@b*****************.com
Strategic Partners 60 State St Ste 700 Boston, MA 02109
61798xxxx0 ksw***@s*********.com
Cerulli Associates 699 Boylston St Boston, MA 02116
61743xxxx4 ada*@c******.com
J Ali Alimi - Ameriprise Financial Services 127 Main St Ste 8 Charlestown, MA 02129
61733xxxx8 all**************@a***.com 57
Shark Capital Management 2 Atlantic Ave Boston, MA 02110 61789xxxx8
Stifel 20 Custom House St Fl 9 Boston, MA 02110
61723xxxx0 abb****@s*****.com 16 1 1 4466 4900
Paceline Wealth Management 50 Milk St Fl 16 Boston, MA 02110
61744xxxx2 jbo***@p*************.com 5 3
Patrick Lawler 84 State St Ste 1040 McAdam Financially Advanced Boston, MA 02109
85775xxxx6 ach**********@m*******.com
Scott Seidman Investment Advisors - CLOSED 100 Crescent Rd, Needham Heights, MA 02494
Joan Donahue - Private Wealth Advisor, Ameriprise Financial Services 1 Hollis St Ste 450, Wellesley, MA 02482
78123xxxx2 dns*****@a***.com
Tyson M Lashley - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx7 dns*****@a***.com 253
Sandra Gilpatrick 101 Federal St Fl 19 Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Darrel Da Cunha - Financial Advisor, Ameriprise Financial Services 18 Shipyard Dr Unit 2A, Hingham, MA 02043
61736xxxx0 dar*************@a***.com
Abacus Financial Advisors 335 Singletary Ln, Framingham, MA 01702 50862xxxx8
Adam Rudikoff-Financial Advisor, Ameriprise Financial Services 1244 Broadway, Raynham, MA 02767
78182xxxx0 ada**********@a***.com 110 111
Frank X Addonizio - Ameriprise Financial Services 20 Park Plz Ste 439 Boston, MA 02116
61784xxxx0 dns*****@a***.com 491 493
Legacy Advisors Wealth Management, Inc. 17 Accord Park Dr Ste 200, Norwell, MA 02061
78142xxxx4 kvi*******@l*************.com
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 and*************@a***.com
Wells Fargo Advisors 8 Faneuil Hall Market Pl, Boston, MA 02109
61797xxxx5 a-w***************@w*****************.com
North Peak Wealth Advisors - Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78144xxxx7 dns*****@a***.com 2 161 3 197
Paul McNulty, CFP Boston Metro Advisor 444 Washington St Ste 306, Woburn, MA 01801
78199xxxx3 pau*********@l**.com 118
Justin Delaney - TD Wealth Financial Advisor 476 Main St, Melrose, MA 02176
97899xxxx2 abc*******@t*.com 844104 6529 849000
Edward Jones - Financial Advisor: John W DeMeo 1025 Plain St Ste 2, Marshfield, MA 02050
78153xxxx8 a.j*********@e**********.com 211 2 218
Edward Jones - Financial Advisor: Carol A Crowley 386 W Main St, Northborough, MA 01532
50839xxxx5 a.j*********@e**********.com 47 2 50
Bridge McSurely - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx6 bri************@a***.com
Financial Advisor Placement Services 36 Brownville Ave, Ipswich, MA 01938
97831xxxx6 fap****************@c******.net 12
Edward Jones - Financial Advisor: Kenneth W Paulson 348 Washington St, Wellesley Hills, MA 02481 78143xxxx0
Bill Cratty - Financial Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 bil********@a***.com 353 363
Zachary Banas - Commonwealth Financial Group 101 Federal St Ste 800 Boston, MA 02110
41363xxxx2 mic**@m********.com
First Step Credit Solution Cambridge, MA 02141
61740xxxx0
Daniel Gage - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61750xxxx5 bri***************@a***.com
Edward Jones - Financial Advisor: Chiquita Rice 1330 Beacon St, Brookline, MA 02446
61773xxxx3 a.j*********@e**********.com
Merrill Lynch Financial Advisor Matthew D Dwyer 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Hanson Insurance Agency Inc 632 County Rd, Hanson, MA 02341
78144xxxx1 can**@h********.com 3.1 8
Jim Albanese - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97853xxxx8 dns*****@a***.com
Monument Financial Advisors 801 Main St, Concord, MA 01742
97828xxxx8 ama****@m******************.com
Claro Advisors 100 High St Suite 950, Boston, MA 02110
80060xxxx8 aca*****@c************.com 5 20 93 1 95
Edward Jones - Financial Advisor: Walter W Hartford, CFA® 100 Cummings Ctr Ste 107, Beverly, MA 01915
97877xxxx7 acc**********@e**********.com 222 3 286
Adrienne Snapp - Private Wealth Advisor, Ameriprise Financial Services 260 Boston Post Rd Ste 6B, Wayland, MA 01778
50827xxxx3 adr*************@a***.com 279 286
Fidelity Investments 801 Boylston St Boston, MA 02116
61726xxxx9 a61****@f*******.com 3.3 16 1.5 11 329111 353000
Goldman Sachs & Co 125 High St #1700, Boston, MA 02110
61720xxxx0 aar***********@g***********.com 2.6 5 264208 306000
Beacon Hill Advisors Inc 65 Mount Vernon St Unit 8, Boston, MA 02108
61752xxxx1 the*******************@g****.com 5 7 877 976
Longwood Financial Advisors 233 Needham St Ste 460, Newton Upper Falls, MA 02464
61756xxxx0
Patrick Dunk 28 State St, Boston, MA 02109
a.p*****@c***********.com
Ameriprise 20 Patk Plz Boston, MA 02116
61784xxxx0 dns*****@a***.com 491 493
The Nolan Group - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 4.611
Anja Nickel, Financial Advisor - ABN Financial Strategies 201 Jones Rd, Waltham, MA 02451
78139xxxx1 ani******@f*.newyorklife 285
Andrew Witherow - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 16, Hingham, MA 02043
78130xxxx1 and**************@a***.com
Pinnacle Financial Advisors 213 Elm St, Dedham, MA 02026 78132xxxx4
Jai M Dev - Financial Advisor, Ameriprise Financial Services 1 Tara Blvd Ste 200, Nashua, NH 03062
60323xxxx0 ali***********@a***.com 152 164
Stephen Craig - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 dns*****@a***.com
The CFO Way Boston, MA 02127
85724xxxx3 dat*****************@i****.de
Your Credit Experts 15 Court Square Ste 360 Boston, MA 02108
61729xxxx2
Independent Financial Advisor Tim Hayes 39 Braddock Park, Boston, MA 02116
50827xxxx7 tim******@c****************.com 5 3 72 76
Darrow Wealth Management 22 Boston Wharf Rd, Boston, MA 02210
61733xxxx0 aid**@d*********************.com 53
Rosado Financial Group Boston, MA 02199 50830xxxx8
Edward Jones - Financial Advisor: Brendan Slein, CFP® 153 Main St, Salem, NH 03079
60389xxxx6 a.j*********@e**********.com 86724 98000
Ridgeway Advisors 10 Post Office Sq Ste 960N, Boston, MA 02109
61727xxxx8 ada********@r***************.com
GW&K Investment Management 222 Berkeley St #15, Boston, MA 02116
61723xxxx0 ade****@g********.com 5 1
Cole R Parlin - Ameriprise Financial 127 Main St Ste 8 Boston, MA 02129
97847xxxx5 all**************@a***.com
Edward Jones - Financial Advisor: Albert C Mui 180 Winter St Unit E, Bridgewater, MA 02324
50869xxxx9 a.j*********@e**********.com 5 9 304 11 350
Edward Jones - Financial Advisor: Emily Claire 77 N Washington, Suite 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 4.3 6 83537
4.5 6
The MPD Boston Harbor Wealth Management Group - Morgan Stanley 28 State St 27th Floor, Boston, MA 02109
61758xxxx7 acc**********@m************.com
Doherty Investment Advisor 6 Boston Rd, Chelmsford, MA 01824
97825xxxx0
Edward Jones - Financial Advisor: Mike Kerrigan 167 South St, Plainville, MA 02762
50864xxxx1 a.j*********@e**********.com 86722 98000
Edward Jones - Financial Advisor: Chad P Bearce 285 Washington St Ste 1, North Easton, MA 02356
50823xxxx2 a.j*********@e**********.com 86716 98000
Edward Jones - Financial Advisor: Anthony J Trofimow, ChFC®|AAMS™ 304 Cambridge Rd Ste 220, Woburn, MA 01801
78194xxxx2 a.j*********@e**********.com 39
Jake Larson - Financial Advisor, Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78144xxxx7 dns*****@a***.com 160 3 199
Masroor Hassan - TD Wealth Financial Advisor 61 Main St, Andover, MA 01810
97877xxxx4 abc*******@t*.com 844106 6530 849000
David M Gannett, CPA 1 Wall St Burlington, MA 01803 78122xxxx0 5 1
Kenerson Financial Advisors 1 Apple Hill Dr, Natick, MA 01760
50865xxxx3 de7*************************************@w*****************.com
Rodman Financial 131 Dartmouth St Boston, MA 02116
61726xxxx0
Brighton Jones 131 Dartmouth St Fl 3 Boston, MA 02116
61794xxxx4 acc*******@b************.com 615 699
Lantern Financial LLC 50 Franklin St, Boston, MA 02110
61748xxxx0 aja*@l****************.com
Sean J Connolly - Private Wealth Advisor, Ameriprise Financial Services 10 New England Business Center Dr Ste 109, Andover, MA 01810
97826xxxx4 dns*****@a***.com 147
Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital 867 Boylston St 5th Floor #1518, Boston, MA 02116
78138xxxx9 doe****@m************.com 5 7
Timothy A LePain - Financial Advisor, Ameriprise Financial Services 2 Summer St Ste 17, Natick, MA 01760
50865xxxx6 dns*****@a***.com
Ryan Gallagher - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Capital Advisors Group Inc 29 Crafts St, Suite 270, Newton, MA 02458
61778xxxx0 ach*********@c**************.com
TIAA Financial Services 97 Mt Auburn St Cambridge, MA 02138
86684xxxx4 acc******************@t***.org 5 2 3.7 3
Vincent Panzini - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
87752xxxx2 aar*********@a***.com
Fidelity Brokerage Services 100 Summer St Boston, MA 02110
80054xxxx6 a61****@f*******.com 1.9 14 329112 353000
Greer-Rodriguez Advisors - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Beantown Financial Advisors 46 Huckleberry Rd, Hopkinton, MA 01748
50852xxxx2 inf*@b****************.com
Retirement Financial Group 200 Clarendon Street., Boston, MA 02116
61723xxxx6 dst****@t**********.com
Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services 431 Country Club Way Ste 2, Kingston, MA 02364
50883xxxx9 cat*********@a***.com 3.7 3 462 3 663
Equitable Advisors 36 Cornell Dr, Milford, MA 01757
78123xxxx0 aar*********@e********.com 51792 17 52000
The Patriots Hill Wealth Management Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx1 acm***********@m************.com
CRE Credit Services 225 Franklin St Fl 26 Boston, MA 02110
85521xxxx3 a.c***@c****************.com
OPS Advisor 96 Lowell Rd, Concord, MA 01742 97831xxxx0
Eileen F Holzman - Financial Advisor, Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78144xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Andrew B Ball 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Graham Tower - Financial Advisor, Ameriprise Financial Services 201 Boston Post Rd W Ste 401, Marlborough, MA 01752
50822xxxx7 dns*****@a***.com
James William Buzgo - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx6 dns*****@a***.com 80 81
Maryanne Waldman - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8
Merrill Lynch Financial Advisor William S Deacon 440 Boylston St, Boston, MA 02116
61794xxxx4 ale*********@m*.com
Method Advisors 192 South St Ste 600, Boston, MA 02111
61742xxxx0 cxx@m*************.com
Edward Jones - Financial Advisor: Andrew T Smith 659 Washington St Ste 1, Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com 86722 98000
Frank Mcdonnell - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx7
Junction Investors 84 State St Boston, MA 02109 61724xxxx0
The Nolan Group - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61745xxxx0 dns*****@a***.com 11
Isabelle Maria-Private Wealth Advisor, Ameriprise Financial Services 800 Boylston St, Boston, MA 02199
85745xxxx1 dns*****@a***.com
Integritas Financial Advisors - Temp. CLOSED 346 Commercial St, Boston, MA 02109 97898xxxx4 5 3
Alex Davis - RBC Wealth Management Financial Advisor 75 State St Ste 1700, Boston, MA 02109
61772xxxx1 gra**********@r**.com 46 48
Artemis Financial Advisors 115 Newbury St Ste 302, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 137
Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Andover Investment Advisors 807 Turnpike St, North Andover, MA 01845 97868xxxx0
Jeff Forsythe - Financial Advisor, Ameriprise Financial Services 1 Lumber St Ste 204, Hopkinton, MA 01748
50845xxxx1 con*********@a***.com 71 82
Calkain Companies 101 Federal St Ste 1900 Boston, MA 02110
61726xxxx4 bfr****@c******.com
Merrill Lynch Financial Advisor Patrick Malone 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ban********************@m*.com
Melissa Indelicato - Private Wealth Advisor, Ameriprise Financial Services 230 Second Ave Ste 120, Waltham, MA 02451
78162xxxx0 ama*************@a***.com
Mass Credit Relief 1 Washington Mall Ste 1140 Boston, MA 02108
88846xxxx0 joh*@m***************.com
Armstrong Advisory Group 144 Gould St Needham, MA 02494
78143xxxx1 chr******@i************.com 2.3 3 1290 39
GreenWave Financial Advisors 900 Cummings Ctr, Beverly, MA 01915 97896xxxx6
Baird Global Investment Banking 500 Boylston St Suite 2550, Boston, MA 02116
88866xxxx1 aac*****@r******.com 5 1 7858 916
Atlantic Investment Advisors 50 Rowes Wharf, Boston, MA 02110 61757xxxx3
Hargadon Wealth Management - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61724xxxx1 acc***************@u**.com
Shawn Avery - Private Wealth Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
78159xxxx0 adr**************@a***.com 129 128
Robert W Rosenblum - Financial Advisor, Ameriprise Financial Services 2 Summer St Ste 17, Natick, MA 01760
61789xxxx2 dns*****@a***.com
Boston Portfolio Advisers, LLC 6 Beacon St #725, Boston, MA 02108
61722xxxx7 inf*@b**********************.com
Connolly Financial Advisors 231 Sutton St Ste 2D1, North Andover, MA 01845
97868xxxx7 bri***@c***************.com
Nermin Khalil - Financial Advisor, Ameriprise Financial Services 85 Main St Ste 102, Hopkinton, MA 01748
61754xxxx8 chr*************@a***.com 2
American Express Financial Advisors 661 Washington St, Norwood, MA 02062
78176xxxx1 ame******************@a***.com 132836 134000
Chad E Wolfson - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97822xxxx7 cha***********@a***.com
James William Buzgo - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Jay Buccafusca, CFP® 55 Market St Ste 102, Ipswich, MA 01938
97835xxxx2 a.j*********@e**********.com 86724 98000
Credit Collection Services 725 Canton St Norwood, MA 02062
87787xxxx0 aly***@c*****.com 1.3 159 1 42
Edward Jones - Financial Advisor: Marie O'Riordan Kelly, AAMS™ 138 Franklin St, Quincy, MA 02169
61763xxxx7 a.j*********@e**********.com 3
Ashley Elizabeth Peters - Financial Advisor, Ameriprise Financial Services 230 Second Ave Ste 120, Waltham, MA 02451
78162xxxx0 ama***********@a***.com
Catherine Johnson - Financial Advisor, Ameriprise Financial Services 1681 Washington St, Braintree, MA 02184
78184xxxx9 bri**********@a***.com
Drew London - Associate Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com
Amundi Asset Management USA 60 State St Boston, MA 02109
61783xxxx5 acc**************@a*****.com 1 1
Lacross Financial Advisors 537 Massachusetts Ave, Acton, MA 01720
97828xxxx0 akr********@l***********************.com
Edward Jones - Financial Advisor: Lauren M Rahmeier 154 Turnpike Rd Ste 160, Southborough, MA 01772
50837xxxx4 a.j*********@e**********.com 86716 98000
Merrill Lynch Financial Advisor Brian Callahan 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Patriot Pension Advisors 38 Mechanic St, Foxboro, MA 02035
50854xxxx0 aar*********@c*******.com
Lightbody Accounting Services 1 Emerson Pl Boston, MA 02131
78125xxxx2 sup****@b***********************.com
Fiduciary Wealth Partners 177 Huntington Ave 20th floor, Boston, MA 02115
61760xxxx0 eri*@f********.com 43 3
Jacqueline Milowe - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx6 jac**************@r**.com
The Boston Collective Group - Morgan Stanley 28 State St 35th Fl, Boston, MA 02109
61757xxxx6 acm***********@m************.com 4.01
Edward Jones - Financial Advisor: Kyle Dapkas 442 Marrett Rd Ste 2, Lexington, MA 02421
78186xxxx9 acc**********@e**********.com 63 67
J Neil Parsons, CFP AAMS - Edward Jones 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Jonathan Karelitz - Morgan Stanley 950 Winter St Ste 2400 Waltham, MA 02451
78152xxxx5 erp******@m**************.com 5 1
John Goulos - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
61758xxxx2 dns*****@a***.com 492 541
Babson United Investment Advisors Inc 400 Talcott Ave, Watertown, MA 02472 78194xxxx9
First Republic Bank 47 Brattle St Cambridge, MA 02138
61721xxxx8 aa@f************.com 4 4 89757 260
Choate Investment Advisors 24 Federal St Fl 10, Boston, MA 02110
61797xxxx0 ade********@b****************.com
Pillar Financial Advisors 404 Wyman St Ste 210, Waltham, MA 02451
78129xxxx0 bcg****@p**************.com
David Messaline - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx2 rbc*********@r**.com
Murphy Financial Services 3 Boulevard St Ste 6 Milton, MA 02186 61729xxxx0 4.3 3
Metro Credit Union - Government Center 100 City Hall Plz Boston, MA 02108
87769xxxx6 aav***@m******.org 3.9 19 3.3 3
The McNamara Group-Morgan Stanley Financial Advisors 141 Longwater Dr, Norwell, MA 02061
78168xxxx7 int**********@m************.com
Patriot Pension Advisors 16 Chestnut St, Mansfield, MA 02048 50854xxxx0
Mayflower Advisors 100 Franklin St, Boston, MA 02110
61725xxxx7 ali*********@m****************.com
Wealth Management Advisors 600 Clark Rd Ste 4, Tewksbury, MA 01876
97897xxxx0 inf*@s*******.com 5 10 300
Parker Wiseman - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Baystate Financial 1 Marina Park Drive 16th Floor, Boston, MA 02210
61758xxxx0 aac*****@b****************.com 3.4 5
Carson Wealth 100 Summer St Ste 1600 Boston, MA 02110
88844xxxx5 abr****@c***********.com 2008 47
Susan Plunkett - TIAA Wealth Management Advisor 225 Franklin St Suite 2310, Boston, MA 02110
87755xxxx2 acc**********@t***.org 90970 524 91000
Merrill Lynch Financial Advisor Lei-Choon Ong 440 Boylston St, Boston, MA 02116
61769xxxx7 ale*********@m*.com
Paul Previte - Private Wealth Advisor, Ameriprise Financial Services 175 Derby St Ste 27, Hingham, MA 02043
78187xxxx6 dns*****@a***.com
Ryan Financial Advisors 10 Atlantic Ave, Marblehead, MA 01945
78163xxxx0 hea*****@r*****************.com
Boston Capital Wealth Management of Raymond James 225 Franklin St, Boston, MA 02110
88879xxxx8 aar************@r***********.com
Greg O'Brien - TD Wealth Financial Advisor 754 Main St, Weymouth, MA 02190
85726xxxx6 abc*******@t*.com 845181 6529 850000
E F Financial 118 Milk St, Boston, MA 02109
61772xxxx5 eri***********@l**.com 140 7
Dawn E Smith - Private Wealth Advisor, Ameriprise Financial Services 76 Main St, Andover, MA 01810
50828xxxx0 ash***********@a***.com
Aurora Financial Advisors 238 Littleton Rd Ste 201, Westford, MA 01886 97839xxxx6
Edward Jones - Financial Advisor: Michael P Lashua 19 Maple St, Marlborough, MA 01752
50862xxxx3 a.j*********@e**********.com 86726 98000
Aspire Financial Advisors 275 Grove St Ste 2-400, Auburndale, MA 02466
61766xxxx4
Paul McDonough - RBC Wealth Management Financial Advisor 5 Bristol Dr Ste 2, South Easton, MA 02375
40145xxxx4 bec******@r**.com 372 417
First Command Financial Advisor - Tina Patt 78 Blanchard Rd Ste 105, Burlington, MA 01803
78186xxxx0 abe***@f***********.com 5 9 7310 200 7500
Compass Capital Corp 50 Braintree Hill Park Ste 105 Braintree, MA 02184
78153xxxx3 ali***@c*************.co
Delta Management Assocs 100 Everett Ave Ste 6 Chelsea, MA 02150
61788xxxx4 ada*@d************************.com 1.8 4
Northwestern Mutual: Civic Financial 20 Newbury St floor 3, Boston, MA 02116
61740xxxx1 acc******@n*.com 5 11 152 3 157
Janice Berner, Financial Advisor, CDFA, CPA 301 Edgewater Pl Ste 200, Wakefield, MA 01880
78187xxxx1 jbe****@b****************.com
Metro Credit Union - Newton 334 Watertown St Newton, MA 02458
87769xxxx6 aav***@m******.org 4 21
Rohan Mehta - Private Wealth Advisor, Ameriprise Financial Services 5 Mount Royal Ave Ste 180, Marlborough, MA 01752
50848xxxx5 ama*********@a***.com 138 3 150
LEVATUS Wealth Services 115 Newbury St Suite 503, Boston, MA 02116
61750xxxx0 lev****@l************.com 5 3
Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Fidelity Investments 200 Technology Sq Ste 101 Cambridge, MA 02139
80027xxxx0 a61****@f*******.com 4.2 12 1 2 326675 348000
Edward Jones - Financial Advisor: James Hill 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com 87286 99000
Abacus Financial Advisors 350 Massachusetts Ave # 118, E Arlington, MA 02474
78164xxxx8 bry**@a**********************.com
Christopher Gallagher - Financial Advisor, Ameriprise Financial Services 1 Lumber St Ste 204, Hopkinton, MA 01748
50843xxxx0 chr********************@a***.com
Edward Jones - Financial Advisor: Sean P Hogan 24 N Main St, Sherborn, MA 01770
61773xxxx8 a.j*********@e**********.com 86202 96000
American Express Financial Advisors Inc 2 Constitution Plz, Charlestown, MA 02129 61724xxxx7 ame******************@a***.com
Nora Yousif - RBC Wealth Management Financial Advisor 5 Bristol Dr Ste 2, South Easton, MA 02375
50823xxxx0 bec******@r**.com 372 417
Balanced Rock Investment Advisors 4238 Washington St, Roslindale, MA 02131
61797xxxx3 bri**@b*****************************.com
Modera Financial Advisors & Financial Planners 535 Boylston St Boston, MA 02116
61724xxxx8 adv***@m***********.com 90 110
Arthur McCarthy - RBC Wealth Management Financial Advisor 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx5 joh*******@c*.rbcwealthmanagement
MRM Horizons Advisors 40 Broad St # 810, Boston, MA 02109
61772xxxx4 inf*@m*****.com
Collection Assist 249 County St Ste 1256 Fall River, MA 02723
88884xxxx6 sup****@c***************.com 5 6 26
Associated Grantmakers 133 Federal St Ste 802 Boston, MA 02110
61742xxxx6 aga********@a*********.org 5 1
Artemis Financial Advisors 54 Chandler St, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 143 150
Cross Coastal Advisors 101 Federal St Ste 800, Boston, MA 02110
61792xxxx7 dfr***@c*******************.com
Kevin Leonard-Private Wealth Advisor, Ameriprise Financial Services 1400 Computer Dr, Westborough, MA 01581
50862xxxx7 div********@a***.com
Greg O'Brien - TD Wealth Financial Advisor 200 State St, Boston, MA 02110
85726xxxx6 abc*******@t*.com 845183 6529 850000
The Pension Reserves Investment Management Board 84 State St Ste 250 Boston, MA 02109
61794xxxx1 aab******@m********.com
Voya Financial Advisors 30 Braintree Hill Park, Braintree, MA 02184
78179xxxx0 aar**@v***.com 3.3 16
Commonwealth Financial Group 280 Congress St #1300, Boston, MA 02210
61743xxxx9 con*******@f*************.com 5 3 572 18 614
Andrew Enright - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
85724xxxx2 ale***********@a***.com 2229 141 2200
Scudder Bay Property Management, LLC 100 Burtt Road Suite 115, Andover, MA 01810
33921xxxx0 afe****@s*********.com 2.6 24
Washington Tax Advisors Inc - CLOSED BEACON St, Boston, MA 02115
Boston Retirement Advisors 103 Stiles Rd Ste 203, Salem, NH 03079
60389xxxx0 fee*****@b*******.com 475 16 509
Travis William Terry - Financial Advisor, Ameriprise Financial Services 25 Main St, Salem, NH 03079
60391xxxx6 dns*****@a***.com 103 106
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 and*************@a***.com
Bill Franklin and Hannah Doherty - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx6 ade********@u**.com
Abbie L D'Amico - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61760xxxx3 abb*********@a***.com
Ropes Wealth Advisors 800 Boylston St, Boston, MA 02199
61795xxxx0 bre*********@r**********.com
Douglas B Gage - Private Wealth Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61791xxxx4 ann*****************@a***.com 1358 523 1300
Chris Suraci - Private Wealth Advisor, Ameriprise Financial Services 60 William St Ste 140, Wellesley, MA 02481
78194xxxx3 amb**********@a***.com
Edward Jones - Financial Advisor: Richard T Passanisi Jr 130 Rumford Ave Ste 101, Auburndale, MA 02466
61752xxxx5 acc**********@e**********.com 86724 98000
Fidelity Investments 200 Seaport Blvd Ste 1 Boston, MA 02210
80034xxxx8 a61****@f*******.com 1 1 326675 348000
Merrill Lynch Financial Advisor William C. McConnell IV 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Power 10 Advisory Partners 1 Beacon St Ste 25A, Boston, MA 02108
61774xxxx0 adm*******@c*****.com
Merrill Lynch Financial Advisor Diane I Rooney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Aladdin Appraisal 187 Auburndale Ave Ste 2 Auburndale, MA 02466
61751xxxx1 awi********@a***************.com 5 13 4.9 53 503 95 532
Susan Karsch - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx0 dns*****@a***.com 178
Covenant Global Advisors - CLOSED 110 Cedar St, Wellesley Hills, MA 02481
Paige Valchuis Mroz - Private Wealth Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61791xxxx4 ann*****************@a***.com 2
Clearbrook Global Advisors 10 High St Suite 620, Boston, MA 02110
85726xxxx2 agn******@c***************.com
Merrill Lynch Financial Advisor Matthew C Cox 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx7 ban********************@m*.com
Edward Jones - Financial Advisor: Ryan Nelson - CLOSED 66 E Main St Ste I, Georgetown, MA 01833
97823xxxx5 a.j*********@e**********.com
West Concord Investment Advisors Inc 37 Knox Trl, Acton, MA 01720 97889xxxx0
Octavia Serpa - Financial Advisor, Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78135xxxx3 dns*****@a***.com 96
Edward Jones - Financial Advisor: Jennifer Pollina, CFP® 50 Mall Rd Ste G15, Burlington, MA 01803
78122xxxx0 a.j*********@e**********.com 212 219
Boston Family Advisors, LLC 118 Newbury St, Boston, MA 02116
61796xxxx4 cha****@b*******************.com
E*TRADE - Temp. CLOSED 70 Franklin St Boston, MA 02110
86678xxxx1 bre**********@e*****.com 1.3 3 166652 171000
Alfred R Drouin - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61760xxxx1 alf************@a***.com 198 193
Claire E Soja - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Greer-Rodriguez Advisors - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Mark Kelley-Financial Advisor, Ameriprise Financial Services 60 State St, Boston, MA 02109
50881xxxx9 dan************@a***.com
David N Ames - Private Wealth Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
97372xxxx7 dav*********@a***.com
Edward Jones-Financial Advisor: Anthony J Trofimow, Aams 304 Cambridge Rd, Woburn, MA 01801
78194xxxx2 acc**********@e**********.com 38 39
Cue Ball Group 1 Faneuil Hall Sq Fl 7 Boston, MA 02111
61754xxxx0 aha****@c******.com
Merrill Lynch Financial Advisor Paul D Murray 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ban********************@m*.com 3.02
James T Fuerstnau - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
97877xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Kevin L Johnson 205 E Central St Ste 10, Franklin, MA 02038
50834xxxx0 a.j*********@e**********.com 25 15 18
By The Book, LLC 51 Autumn Ln, Dedham, MA 02026
78172xxxx6 kat*@b***********.com 5 1
Delphinus Financial Advisors 56 Pratt St, Mansfield, MA 02048
78178xxxx9 asa*****@d**********.com
Edward Jones - Financial Advisor: James Niles-Joyal 222 Great Rd Ste 8, Littleton, MA 01460 97848xxxx9
Merrill Lynch Financial Advisor D. Patrick Dapic 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ale*********@m*.com
Daniel T Wilson - Private Wealth Advisor, Ameriprise Financial Services 1700 W Park Dr Ste 100, Westborough, MA 01581
50848xxxx7 ale***********@a***.com 2229 141 2200
Legacy Financial Advisors, Inc. 1700 W Park Dr Ste 250, Westborough, MA 01581
50848xxxx6 agr**@l**********.com 314 27 354
Appleton Partners Inc 1 Post Office Square, Boston, MA 02109
61733xxxx0 acl****@a***************.com
Bantu Enterprises 79 Bertwell Rd Lexington, MA 02420 78122xxxx9
Stephen Craig - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 jon**************@a***.com
Cabot Investment Technology 11 Beacon St Ste 305 Boston, MA 02108
61762xxxx0 doe@c**********.com
Kelly Woerdeman - Financial Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
50883xxxx9 cat*********@a***.com 462 3 663
Joel Di Gregorio - TD Wealth Financial Advisor 155 N Broadway Ste 105, Salem, NH 03079
60350xxxx8 abc*******@t*.com 844104 6529
John Germain - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx3 wms**********@r**.com 12372 14000
Winthrop Financial Advisors 336 Old Littleton Rd, Harvard, MA 01451 97845xxxx0
Boston Retirement Group 130 Turner St Building 3 Suite 620, Waltham, MA 02453
61736xxxx5 ale******@b********************.com 5 2 209 7 217
First Command Financial Advisor - Dan Ferris 78 Blanchard Rd Ste 105, Burlington, MA 01803
78186xxxx0 abe***@f***********.com 5 15 372 382
Kelly Fox - Private Wealth Advisor, Ameriprise Financial Services 30 Man Mar Dr Ste 14, Plainville, MA 02762
50869xxxx6 car**************@a***.com
Julian B Morris - Concierge Wealth Management 346 Commercial St Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13 5 1
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services 465 Waverley Oaks Rd Ste 211, Waltham, MA 02452
78199xxxx6 ant*************@a***.com 78
Beyond Your Hammock Boston, MA 02109
97827xxxx5 eri*@b****************.com 5 19 5 1 906 100 940
Senes & Chwalek Financial Advisors 54 Junction Square Dr, Concord, MA 01742
97836xxxx5 cgo*****@m**************.com 5 2
Edward Jones - Financial Advisor: Christopher C Cinella 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com 3
Megan Mosholder - Financial Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
84485xxxx3 dns*****@a***.com
Freedom Trail Financial 376 Boylston St Ste 502 Boston, MA 02116
61724xxxx2 bdr*******@f********************.com 325 5
The Boston Group at Morgan Stanley 125 High St 24th fl, Boston, MA 02110
61747xxxx0 acm***********@m************.com
Essex Investment Management Co LLC 125 High St Suite 1803, Boston, MA 02110
61734xxxx0 afo***@e**********.com
Timothy Lazcano - Financial Advisor, Ameriprise Financial Services 800 Hingham St Ste 200N, Rockland, MA 02370
50835xxxx0 dns*****@a***.com
J Sousa Ventures 89 E Dedham St Ste 1025 Boston, MA 02118
77476xxxx7 c18*****************************@s*****.wixpress 31
Loring Wolcott & Coolidge 230 Congress St #12, Boston, MA 02110
61752xxxx1 ahi****@l********.com 5 2
Colonial Financial Advisors 313 Congress St, Boston, MA 02210 61743xxxx3
Norman L Hill - Financial Advisor, Ameriprise Financial Services 60 William St Ste 140, Wellesley, MA 02481
97829xxxx1 dns*****@a***.com
Stone Coast Financial Advisors 20 New Derby St, Salem, MA 01970 97874xxxx1
Michael Welch - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 16, Hingham, MA 02043
78128xxxx2 dns*****@a***.com
Meridian Financial Advisors 13 Water St Ste 6, Holliston, MA 01746
50842xxxx0 amy@m****************.net 278 5 286
Merrill Lynch Financial Advisor Lily Wang 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ban********************@m*.com
Edward Jones - Financial Advisor: Dan Tenore 19 Main St, Hudson, MA 01749
97856xxxx9 a.j*********@e**********.com 156
Consensus Advisors 73 Newbury St Ste 402, Boston, MA 02116
61743xxxx0 a@c****************.com
Humphreys Wealth Advisors - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx2
Prudential Advisors 377 Simarano Dr Ste 110, Marlborough, MA 01752
50838xxxx1 a.w*****@p*********.com
Justin Delaney - TD Wealth Financial Advisor 280 Montvale Ave, Woburn, MA 01801
97899xxxx2 cri**************@t*.com 844104 6529 849000
Tamagni Wealth Advisors 227 Main St, Milford, MA 01757
50863xxxx0 inf*@t********************.com 587
Alan F Auteri - Private Wealth Advisor, Ameriprise Financial Services 1 Lumber St Ste 204, Hopkinton, MA 01748
50843xxxx9 ala**********@a***.com
Derivative Advisors 800 Hingham St Ste 105S, Rockland, MA 02370
78198xxxx9 eph*******@d*****************.com
Riveron Consulting 265 Franklin St Boston, MA 02110
61727xxxx1 a.-*****@r******.com
Morgan Stanley Private Wealth Advisors 28 State St 34th Floor, Boston, MA 02109
61747xxxx0 aal*******@m************.com 4 1 113358 3088 131000
Edward Jones - Financial Advisor: Jackie Wilson 659 Washington St Ste 1 L Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com 84241
Edward Jones - Financial Advisor: Ron Judkins 754 Massachusetts Ave, Arlington, MA 02476
78164xxxx4 a.j*********@e**********.com 128 2 120
Revolution Wealth Advisors Christian Science Center- Belvidere/ Dalton, Suite 1440, Boston, MA 02110
61775xxxx4 ada**********@a**********.com
Munroe Morrow Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx8 bri*****@m*****************.com 4.7 15
Highland Peak Wealth 101 Federal St, Boston, MA 02110
61752xxxx0 and*********@f*************.com
CAPTRUST 1 Liberty Sq 13th Floor, Boston, MA 02109
61734xxxx0 aar*********@c*******.com 445 62 569
Greg O'Brien - TD Wealth Financial Advisor 516 Adams St, Quincy, MA 02169
85726xxxx6 abc*******@t*.com 844104 6529 849000
Stirling Global Advisors 10 Bowdoin St, Boston, MA 02114 61737xxxx3
Keith Gaffney - TIAA Wealth Management Advisor 225 Franklin St Suite 2310, Boston, MA 02110
87755xxxx2 acc**********@t***.org 90955 525 91000
Grumman Hill Advisors 54 Welland Rd, Brookline, MA 02445 61787xxxx6
Boston Standard Wealth Management 31 Church St Suite 3, Winchester, MA 01890
78172xxxx0 j.s****@b*******************.com 5 1
The Dillon Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Lacross Financial Advisors 900 Cummings Ctr, Beverly, MA 01915
97896xxxx6 akr********@l***********************.com
Kelly Financial Services 10 Forbes Rd Ste 130 Braintree, MA 02184
78184xxxx0 bau*****@k*************.org 2.8 6
Wells Fargo Advisors Financial Network 326 Commercial Street Ste A, Boston, MA 02109 85736xxxx3
Gage Wealth Advisors - Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61750xxxx5 ann*****************@a***.com 1358 523 1300
Daniel T Wilson - Private Wealth Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61750xxxx1 ale***********@a***.com 2229 141 2200
RC Wealth Advisors 9 Wilkens Dr, Plainville, MA 02762 50821xxxx1
Concord Wealth Management 230 Third Ave Fl 6 Waltham, MA 02451
78196xxxx4 alb******@c**************.com 3 2 432 59
Ariadne Wealth Advisors Po Box 197, Pembroke, MA 02359
78123xxxx5 pro**@w******************.com
David Reilly - Financial Advisor, Ameriprise Financial Services 40 Washington St Ste 250, Wellesley, MA 02481
78159xxxx2 dav*********@a***.com 52
Judy Carryl-Young - Financial Advisor, Ameriprise Financial Services 68 Park St Ste 5, Andover, MA 01810
97840xxxx5 dns*****@a***.com 410
Municipal Advisors Group 766 Country Way, Scituate, MA 02066 78154xxxx8
Ryan Hazel - Financial Advisor, Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78144xxxx7 dns*****@a***.com 160 3 199
Xlp Capital Advisors 192 South St, Boston, MA 02111 61798xxxx9
Consumer Credit Counseling Service 101 Federal St Boston, MA 02110
80025xxxx0 4.7 6
Fidelity Financial Advisor Solutions 82 Devonshire St, Boston, MA 02109
61756xxxx0 a61****@f*******.com 326679 348000
Mayflower Advisors 265 Franklin St, Boston, MA 02110
50894xxxx0 ali*********@m****************.com
Exchange Place Advisors 1 Union Ave Ste 1, Sudbury, MA 01776 97844xxxx3
Edelman Financial Engines (Corporate Office) 28 State Street, 21st Floor, Boston, MA 02109
83375xxxx3 aar*******@e**********************.com 18379 14 19780
Edward Jones - Financial Advisor: Sarah McDonald 146 Lowell St, Wakefield, MA 01880
78124xxxx4 a.j*********@e**********.com
Brian Mahler - Private Wealth Advisor, Ameriprise Financial Services 80 Washington St Ste D24, Norwell, MA 02061
61769xxxx2 bri***********@a***.com
Merrill Lynch Financial Advisor John M Swanson 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Alex Winkelmann 155 Main St, Marlborough, MA 01752
50862xxxx3 a.j*********@e**********.com 5 32 114 122
Balance Wealth Advisors 57 River St Ste 300 Wellesley, MA 02481
78143xxxx2 aca**@b*******************.com 5 1 1227 69 1200
Balance Wealth Advisors 60 Walnut St, Wellesley, MA 02481
78177xxxx0 amy@b*******************.com 1236 76 1200 5 15
Ameriprise Financial Advisors 11 Water St Ste 2A Arlington, MA 02476
78164xxxx4 bri*********@a***.com 11
Debt Advisors Group 29 Crafts St, Newton, MA 02458 61763xxxx0
John Hancock Investment Management 197 Clarendon St, Boston, MA 02116
80022xxxx0 aar**@j************.com 1.9 9
Brock Hill Private Advisors 93 Worcester St, Wellesley, MA 02481
50829xxxx9
Titanium Advisors 9 Summer St Unit 303, Franklin, MA 02038
50852xxxx0 inf*@c******.com
Allen Financial Advisors Inc 1 Longfellow Pl Apt 3708, Boston, MA 02114 61772xxxx5
Equitable Advisors 130 Russet Ln, Boxborough, MA 01719
78123xxxx0 aar*********@e********.com 51861 16
Charles Harvey - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx5 bri**********@a***.com
Rubino & Liang Wealth Partners 189 Wells Ave Fl 3 Newton, MA 02459
61763xxxx7 jco****@r***************.com 5 9 1092
Darlene Ouellette - Associate Financial Advisor, Ameriprise Financial Services 76 Main St, Andover, MA 01810
97880xxxx3 ash***********@a***.com
Northeast Investment Management 100 High St Ste 1000 Boston, MA 02110
61752xxxx8 bwa**@n**************.com
Gage Wealth Advisors - Ameriprise Financial Services 20 Park Plz Ste 465 Boston, MA 02116
61750xxxx5 ann*****************@a***.com 1358 523 1300
Columbia Group Realty Advisors 1 Broadway, Cambridge, MA 02142
61725xxxx0 aco******@c******************.com
Boston Appraisal Company 1 Boston Pl Fl 26 Boston, MA 02108
61750xxxx1 inf*@b*********************.com
Hawthorne Financial Advisors 216 Humphrey St, Marblehead, MA 01945 78147xxxx6
Shen Gen Accounting 1 Broadway St 14 Fl Cambridge, MA 02142
61739xxxx0 cwa**@s**********.com
Edward Jones - Financial Advisor: Brendan York 98 Spit Brook Rd Ste 103, Nashua, NH 03062
60388xxxx0 a.j*********@e**********.com 86722 98000
Jake Basiliere - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61750xxxx1 bri***************@a***.com 1358 523 1300
Murray Financial Advisors 269 Middlesex Rd, Tyngsboro, MA 01879 97864xxxx7
Bartley Financial Advisors 800 Turnpike St Ste 300, North Andover, MA 01845 87747xxxx1
Edward Jones - Financial Advisor: Travis Holland, CEPA®|AAMS™ 820 Turnpike St Ste 202, North Andover, MA 01845
97868xxxx8 acc**********@e**********.com 133 135
Edward Jones - Financial Advisor: Paul M Barstow 225 Groton Rd Ste A, Westford, MA 01886 97869xxxx8
Edward Jones - Financial Advisor: Michael C Marge, CFP® 30 Mechanic St Ste 1, Foxboro, MA 02035
50854xxxx5 a.j*********@e**********.com 86724 98000
William Robinson - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Great Point Wealth Advisors 1 International Pl Ste 4520, Boston, MA 02110
61758xxxx0 bra*@g***************.com
Austen Densmore - TD Wealth Financial Advisor 32 Mammoth Rd, Lowell, MA 01854
97899xxxx8 and********@t*.com 844534 6529 849000
Edward Jones - Financial Advisor: Ian B Stephens 1 Main St Ste A, Peabody, MA 01960
97854xxxx0 acc**********@e**********.com 175 2 176
Merrill Lynch Financial Advisor James W Moore 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Generational Wealth Partners of Raymond James 225 Franklin St Ste 2200, Boston, MA 02110
61789xxxx0 aar************@r***********.com 17086
Edward Jones - Financial Advisor: Brian J Yurovich, CFP® 442 Marrett Rd Ste 2, Lexington, MA 02421
78186xxxx9 a.j*********@e**********.com
Wells Fargo Advisors Financial Network - CLOSED 683 Main St, Norwell, MA 02061 58570xxxx6
Kurt M Carlson - Financial Advisor, Ameriprise Financial Services 30 Nagog Park Ste 202, Acton, MA 01720
97857xxxx1 dns*****@a***.com 15 19
Pinney & Scofield 22 Hilliard St Cambridge, MA 02138
61749xxxx3 dea***@p****************.com 5 1
Greg O'Brien - TD Wealth Financial Advisor 323 Hancock St, Quincy, MA 02171
85726xxxx6 abc*******@t*.com 844104 6529 849000
Edward Jones - Financial Advisor: Frank J Vumbaco, AAMS™|CRPC™ 98 Spit Brook Rd Ste 103, Nashua, NH 03062
60388xxxx0 a.j*********@e**********.com 82 81
Barron Benefit Advisors 65 Holbrook St Ste 240D, Norfolk, MA 02056 78178xxxx5
John Lobue - Financial Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 cin**********@a***.com
Charles Schwab 54 Mall Rd Burlington, MA 01803
78150xxxx0 jan*****@s*****.com 5 2
Edward Jones - Financial Advisor: Paul W Lam, AAMS™ 348 Washington St, Wellesley Hills, MA 02481
78143xxxx0 a.j*********@e**********.com 43 44
Edward Jones - Financial Advisor: Gregory R Sadowski 2 Lowell St, Wilmington, MA 01887
97865xxxx7 a.j*********@e**********.com 5 2 86722 98000
Claro Advisors 535 Boylston St, Boston, MA 02116
61737xxxx0 aca*****@c************.com
Concierge Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13
Stephen J. DiCarlo - RBC Wealth Management Financial Advisor 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx9 wms**********@r**.com 36 12202 14000
American Express Financial Advisors 222 Forbes Rd, Braintree, MA 02184
80021xxxx5 ame******************@a***.com
Christopher Petrik - Private Wealth Advisor, Ameriprise Financial Services 100 Grandview Rd Ste 210, Braintree, MA 02184
78181xxxx0 all*************@a***.com 10 115 117
Anthony Psikarakis - Financial Advisor, Ameriprise Financial Services 74 W Central St Carriage House 2nd Floor, Natick, MA 01760
78145xxxx0 ant*****************@a***.com 5 2 114
Sylvia M. Singleton, Cpa 5230 Washington St Ste 1 Roxbury, MA 02132
61739xxxx7 joh*@s*************.com 5 13
Transformation in Higher Education 1 Broadway Ste 1400 Cambridge, MA 02142
61747xxxx2
Stockcross 77 Summer St Ste 202 Boston, MA 02110
80022xxxx6 and************@s*********.com 2 1 350 369
Legatus Wealth 200 Great Rd Ste 222 Bedford, MA 01730
78127xxxx0 5 2
Daniel Hall - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dah***@a***.com
Daniel R Omogrosso Jr - Financial Advisor, Ameriprise Financial Services 13 Branch St Ste 208A, Methuen, MA 01844
97866xxxx3 dan***************@a***.com 101
The Gaffney Group - UBS Financial Services Inc. One Post Office Square 34th Floor, Boston, MA 02109
61743xxxx8
Tempo Financial Advisors 550 Cochituate Rd Ste 25, Framingham, MA 01701
50865xxxx7 dtr***@t************.com
Edward Jones - Financial Advisor: William Thornley 225 Groton Rd Ste A, Westford, MA 01886 97869xxxx8
Edward Jones - Financial Advisor: Eric W Evans 133 Park St Ste 100, North Reading, MA 01864
97866xxxx3 a.j*********@e**********.com 152 154
Ryan Financial Advisors Inc 89 Main St, Andover, MA 01810
97847xxxx0 hea*****@r************.com
Prio Wealth, LP 265 Franklin St Suite 2001, Boston, MA 02110
61722xxxx0 ake***@p*********.com 5 1 5 5
Trillium Asset Management 60 South St, Boston, MA 02111
61742xxxx5 ajo*******@t*************.com 5 2
Stephen DiCarlo Jr - RBC Wealth Management Financial Advisor 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx0 wms**********@r**.com 36 12202 14000
Colchester Partners LLC 53 State St Suite 1304, Boston, MA 02109
61754xxxx0 ali****@c*****************.com
Boston Harbor Wealth Advisors 1400 Computer Dr, Westborough, MA 01581
97876xxxx7 gef******@b*****************.com 5 2 303
Angiolillo & Associates CPA 99 Walnut St Ste G-1 Saugus, MA 01906
78123xxxx1 dad@a*************.com 5 1 58
Metro Credit Union 365 Broadway Chelsea, MA 02150
87769xxxx6 aav***@m******.org 2 3
Edward Jones - Financial Advisor: Kathryn Eason 35 E Main St, Georgetown, MA 01833
97835xxxx0 a.j*********@e**********.com 55 61
Tyler Ash - TD Wealth Relationship Manager 1 Union St, Boston, MA 02108
61731xxxx5 abc*******@t*.com 844968 6529 850000
Senes & Chwalek Financial Advisors 57 Main St, Concord, MA 01742
97836xxxx5 cgo*****@m**************.com
Bryan Carey - Financial Advisor, Ameriprise Financial Services 1266 Furnace Brook Pkwy Ste 210, Quincy, MA 02169
61748xxxx8 bry********@a***.com
Landmark Wealth Advisors 12 American Legion Hwy, Dorchester Center, MA 02124 61750xxxx6
Kellie D Jacques-Financial Advisor, Ameriprise Financial Services 60 State St, Boston, MA 02109
61791xxxx1 dns*****@a***.com
Brian McDonald - TD Wealth Financial Advisor 280 School St, Mansfield, MA 02048
50885xxxx2 bri***********@t*.com 844969 6529 850000
Tim Griffin - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx8 dns*****@a***.com 4
Boston Credit Repair 106 Ashburton Pl Boston, MA 02108 61729xxxx2
Edward Jones - Financial Advisor: Jason K Hutchinson 320 Derby St, Salem, MA 01970
97874xxxx2 acc**********@e**********.com 86227 96000
Winthrop Wealth 109 State St 2nd floor, Boston, MA 02109
61753xxxx0 ala***********@w*************.com 1 1 222 13 254
Morse Financial Advisors 38 Pleasant St Ste 1, Gloucester, MA 01930 97828xxxx4
Wells Fargo Advisors Two International Pl Fl 20 Boston, MA 02110
61734xxxx0 a-w***************@w*****************.com 5 1 188707 190000
Merrill Lynch Private Wealth Advisor Gary L McGuirk 100 Federal St, Boston, MA 02110
61794xxxx0 ban********************@m*.com
S. Matthew DiFiore - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx5 wms**********@r**.com 12167 13000
Risk Management Advisors Inc 800 Hingham St, Rockland, MA 02370
78187xxxx0 abd*********@r*********.com 2.8 9
Edward Jones - Financial Advisor: Gerald H Breen 77 Great Rd, Acton, MA 01720
97863xxxx5 a.j*********@e**********.com
Ellen Takagi - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
David Almquist - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com
Beyond Your Hammock 50 Milk St 16th floor, Boston, MA 02109
61744xxxx1 eri*@b****************.com 5 22 906 100 940
Granite Point Capital 109 State St 5th floor, Boston, MA 02109
61758xxxx0 ale*@g***********.com 1 1
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services 33 Bedford St Ste 2ND, Concord, MA 01742
91437xxxx6 dns*****@a***.com 99
RBC Wealth Management One Beacon St Ste 24, Boston, MA 02108
61772xxxx0 rbc*********@r**.com
Merrill Lynch Financial Advisor Jason Arun Jani 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Ronald Bell - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx9 dns*****@a***.com
Charles River Wealth Management 50 Mall Rd Ste 209 Burlington, MA 01803
78127xxxx0
Ameriprise Financial Advisors 859 Willard St Ste 300 Quincy, MA 02169 78184xxxx0 5 1
Edward Jones - Financial Advisor: Britton J Wilson, AAMS™ 110 Great Rd, Bedford, MA 01730
78127xxxx4 a.j*********@e**********.com 86724 98000
Connell McNamara - Financial Advisor, Ameriprise Financial Services 25 Main St, Hopkinton, MA 01748
50828xxxx0 ash***********@a***.com 7
Pearl Street Capital Advisors 10 Derne St, Boston, MA 02114
61772xxxx2 bko*****@p*******.com
Peter Donovan - Private Wealth Advisor, Ameriprise Financial Services 175 Derby St Ste 16, Hingham, MA 02043
78130xxxx1 dns*****@a***.com 108
Alexander Kezer - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61760xxxx0 ale************@a***.com 2229 141 2200
Parker Wiseman - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Seacoast Financial Planning - Ameriprise Financial 127 Main St Ste 8 Charlestown, MA 02129
61724xxxx6 all**************@a***.com 418 56 440
Adam Ladd - Financial Advisor, Ameriprise Financial Services 100 Grandview Rd Ste 210, Braintree, MA 02184
78181xxxx0 ada********@a***.com 114 117
Darrow Wealth Management 200 Reservoir St, Needham, MA 02494
97836xxxx4 aid**@d*********************.com 53
Kintyre Financial Advisors 74 Bedford St, Lexington, MA 02420
78186xxxx6
Edward Jones - Financial Advisor: Dennis E Nelson, CFP® 8 Atlantic Ave, Marblehead, MA 01945
78163xxxx0 a.j*********@e**********.com 86724 98000
Seaport Financial Partners LLC 175 Portland St 4th floor, Boston, MA 02114
78189xxxx8 ale**@s**************.com 5 3
Edward Jones - Financial Advisor: John W Nolan IV 285 Billerica Rd Ste 105, Chelmsford, MA 01824
97831xxxx7 acc**********@e**********.com 86227 96000
Capital Financial Advisor 453 Washington St, Duxbury, MA 02332 78145xxxx5
Joel Slovin - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61795xxxx8 joe********@r**.com 3 2
Boston, MA Private Wealth Management - UBS Financial Services Inc. One Post Office Square 33rd floor, Boston, MA 02109
80022xxxx5 ade********@u**.com
Mission Park Capital Waltham, MA 02452
41359xxxx1 enr**********@m*****************.com 5 4
Mayflower Advisors 150 Federal St, Boston, MA 02110
86668xxxx0 ali*********@m****************.com
Tunc Tanin 45 Prospect St Fl 5 Cambridge, MA 02139
78197xxxx7 ebe*@e*******.com 4.2 20
Kelly Hudak - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx3 dns*****@a***.com 165
Dean Agelopoulos - Financial Advisor, Ameriprise Financial Services 3 Allied Dr Ste 303, Dedham, MA 02026
78174xxxx2 dea***************@a***.com
Daniel C. Lord - TD Wealth Financial Advisor 225 Daniel Webster Hwy Ste 115, Nashua, NH 03060
60328xxxx2 abc***@t*.com 844969 6529 850000
Matheson Financial Advisor 4 Mechanic St, Natick, MA 01760
50865xxxx0 bma******@m***************.com
Dawn E Smith - Private Wealth Advisor, Ameriprise Financial Services 40 Washington St Ste 250, Wellesley, MA 02481
97828xxxx0 ash***********@a***.com
Brian McCarren - Financial Advisor, Ameriprise Financial Services 40 Tioga Way Ste 260, Marblehead, MA 01945
61733xxxx4 bri***********@a***.com 114
Ellen M Kenney - Financial Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx6 dns*****@a***.com
Beacon Wealth Advisors, LLC 1330 Beacon St, Brookline, MA 02446
61773xxxx9 inf*@b**************.com 212 16
Wells Fargo Advisors 2 International Pl Ste 2000, Boston, MA 02110
61734xxxx0 a.b@w*****************.com 188275 189000
Hung-Chang Su - Financial Advisor, Ameriprise Financial Services 7 Dartmouth St, Danvers, MA 01923
97877xxxx1 dns*****@a***.com
Mighty Startup 177 Huntington Ave Ste 1703 Boston, MA 02115
87771xxxx1 and*@m************.com
Daniel Hoban - Financial Advisor, Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx0 dan***********@a***.com 56
Drew London - Associate Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com
Vivek Mehra - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bry********@a***.com
Nicholas Carlin - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61758xxxx6 ang************@a***.com
John Lanahan - Financial Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
78134xxxx0 deb*************@a***.com
Sterling Oak Advisors 225 Franklin St, Boston, MA 02110
80065xxxx7 bri**********@s****************.com
Douglas Calnan - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx1 dns*****@a***.com 125 152
Puniello & Company, PC 98 N Washington St Boston, MA 02114
61774xxxx8 joh*@c****.com 3.7 3
Volition Capital 177 Huntington Ave Fl 16 Boston, MA 02115
61783xxxx0 aar**@v**************.com 4.4 7 5 15 305
Wealth Effects 265 Franklin St #1702, Boston, MA 02110
61746xxxx0 jsm***@w********.com 29 34
Leonard Nolan - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Metlife 99 Chauncy St Boston, MA 02111 61726xxxx0 1 1
Ryan Financial Advisors 28 Mayhew St, Hopkinton, MA 01748 50843xxxx0
Model Capital Management 60 State St Ste 700 Boston, MA 02109
61785xxxx7
Globe Matrix Consulting 867 Boylston St Boston, MA 02199
61752xxxx0 gle**@g********************.com
Titanium Advisors 471 W Central St, Franklin, MA 02038
50852xxxx0 kev**@t***************.com
Mark Colonna - Financial Advisor, Ameriprise Financial Services 6 Rock Hill Pl, Methuen, MA 01844
97868xxxx4 dns*****@a***.com 15
TJ Van Gerven - Modern Wealth Builders 7 Beacon St Ste 7R Woburn, MA 01801
50868xxxx3 tea*@m*******************.com 5 17
Beacon Investment Management 1 India St #205, Boston, MA 02109
61735xxxx6 bmc****@b****************.com
Erica Hubbard - Financial Advisor, Ameriprise Financial Services, LLC 127 Main St Ste 8, Boston, MA 02129
61766xxxx9 dns*****@a***.com
Vivek Mehra - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bry********@a***.com 106
Alan E Slavin - Private Wealth Advisor, Ameriprise Financial Services 1244 Broadway Unit 5, Raynham, MA 02767
78182xxxx0 ala**********@a***.com
Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
50881xxxx9 dan************@a***.com
Good Life Financial Partners 177 Huntington Ave Fl 17 Boston, MA 02115
61738xxxx1
Chestnut Hill Wealth Management Group 1 Beacon St 15th floor, Boston, MA 02108
61784xxxx1 dav*********@c****.com 1 1
Mark Lawyer - Financial Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx3 dns*****@a***.com
Daniel Mahoney - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
97864xxxx5 dan*************@a***.com
Finaccess Advisors 37 Main St Ste 1, Concord, MA 01742 97837xxxx4
T A Holland 60 State St Fl 7 Boston, MA 02109
61752xxxx6 afl******@t********.com
Sandra Gilpatrick, CFP®, Wealth Consultant 101 Federal St, Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Janney Montgomery Scott LLC 60 State St Suite 1350, Boston, MA 02109
61772xxxx0 aal******@j*****.com 1623
ING Financial Advisors 1601 Trapelo Rd Ste 162, Waltham, MA 02451 80023xxxx8
Gulf Financial Advisors 6 Bowdoin Sq, Boston, MA 02114 61772xxxx6
Charles Beynon - Seacoast Financial Planning 127 Main St Ste 8 Charlestown, MA 02129
60342xxxx2 all**************@a***.com 256 6 273
Eve M O'Reilly Keddy - Financial Advisor, Ameriprise Financial Services 4 Central St, Foxborough, MA 02035
50854xxxx7 car*************@a***.com
P Lennox Donlon - Associate Financial Advisor, Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 amy******@a***.com 191 6 211
CAPTRUST Financial Advisors 100 William St, Wellesley, MA 02481
78123xxxx1 cmc*****@c****************.com 420 62 538
Ameriprise Financial Advisors - CLOSED 220 Forbes Rd Ste 206, Braintree, MA 02184
bau*****@k*************.org
Women’s Financial Help 450 Bedford St Ste 1100 Lexington, MA 02420
78182xxxx0 inf*@w******************.com 5 2
Wells Fargo Advisors - CLOSED 10 Saint James Ave, Boston, MA 02116
61748xxxx1 a-w***************@w*****************.com 188707 190000
Capital Navigation Group 109 State St Ste 303 Boston, MA 02109
61754xxxx7 joh*@c*********************.com
The Colony Group One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108
61772xxxx0 aay***@t*************.com
Alliance Financial Group 175 William F McClellan Hwy Boston, MA 02128
61731xxxx5 inf*@a*********************.com
Alfred C. Clemens - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
US Financial Advisors 139 Wood Rd, Braintree, MA 02184 78184xxxx0
Leonard Nolan - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Advanced Analytical Consulting Group 211 Congress St Fl 9 Boston, MA 02110
61733xxxx4 ala******@a***.com
Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx3 aga**@a***.com
South End Wealth Management - Ameriprise Financial Services 546 Tremont St Boston, MA 02116
61742xxxx6 bri***************@a***.com 186 8
Lexington Law Boston, MA 02109
a@l***********.com 1.6 7
Falcon Investment Advisors 21 Custom House St Ste 1000, Boston, MA 02110
61741xxxx0 api*****@f****************.com
Edward Jones - Financial Advisor: Joseph A Parlavecchio 659 Washington St Ste 1l, Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com
Edward Jones - Financial Advisor: Mark Freeman 77 W Main St Ste 206, Hopkinton, MA 01748
50829xxxx7 a.j*********@e**********.com
CIBC Private Wealth 100 Federal St 37th floor, Boston, MA 02110
61735xxxx0 alb***********@c***.com 5 2
Jeremy Moss - Private Wealth Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61791xxxx9 bri***************@a***.com
Ironsides Wealth Advisors - Ameriprise Financial Services 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx7 div********@a***.com
Barbara Case - Private Wealth Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
61791xxxx3 and*************@a***.com 617 614
Erica Hubbard - Financial Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61766xxxx9 dns*****@a***.com
Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx3 aga**@a***.com
Thomas Brady & Associates 60 State St # 3750, Boston, MA 02109
61726xxxx9 ale***@t******************.com 5 1
Ameriprise Financial Advisors 546 Tremont St Boston, MA 02116
61742xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Haley C Adams 628 Somerville Ave Ste 1, Somerville, MA 02143
61776xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Aaron M Buczek 292 Washington St, Westwood, MA 02090
78161xxxx6 a.j*********@e**********.com 3 5
Haas Financial Advisors Inc 28 Willowdale Rd, Topsfield, MA 01983 97888xxxx6
Balanced Rock Investment Advisors 252 Roslindale Ave, Roslindale, MA 02131
61797xxxx3 bri**@b*****************************.com 57 528 10 530
Fidelity Investments 44 Mall Rd Ste 100 Burlington, MA 01803
78127xxxx0 a61****@f*******.com 3.3 10
Lantern Financial 50 Franklin St Fl 3 Boston, MA 02110
61748xxxx0 aja*@l****************.com 5 3
Brant Despathy - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx6
Eacm Advisors 1 Boston Pl, Boston, MA 02108
20385xxxx0
Lowell Blake & Associates 141 Tremont St # 2, Boston, MA 02111
61742xxxx4 abu******@l***********.com
Edward Jones - Financial Advisor: James Case 164 Westford Rd Ste 10, Tyngsboro, MA 01879
97841xxxx0 a.j*********@e**********.com 86722 98000
Maria Aliferis - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ben*******************@u**.com
Christopher Moschella - Private Wealth Advisor, Ameriprise Financial Services 80 Washington St Ste D24, Norwell, MA 02061
61769xxxx0 chr********************@a***.com
Edward Jones - Financial Advisor: Dean Ebbert 12 Essex St, Andover, MA 01810
97847xxxx3 a.j*********@e**********.com 86716 98000
Boston Wealth Strategies, Inc. / Inc. 5000 Company 250 1st Ave Suite 102, Needham, MA 02494
78144xxxx0 awa**@b***********.com
Metro Credit Union - West Roxbury 1985 Centre St Boston, MA 02132
87769xxxx6 aav***@m******.org 3.4 10 5 3
Metro Credit Union - Lynn 475 Western Ave Lynn, MA 01904
87769xxxx6 aav***@m******.org 3.8 42
Michael Silk - Financial Advisor, Ameriprise Financial Services 100 Grandview Rd Ste 322, Braintree, MA 02184
78135xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Andy Whigham 98 Spit Brook Rd Ste 166, Nashua, NH 03062
60341xxxx8 a.j*********@e**********.com 22 207 218
Boston Hill Advisors 100 Andover Bypass St Ste 301, North Andover, MA 01845
97868xxxx7 ecu****@b*****************.com
Waddell & Reed - Waltham 281 Winter St Ste 170 Waltham, MA 02451
78189xxxx9 6d3*************************************@w*****************.com
Boston Financial Advisory Group 350 Main St 2nd floor, Malden, MA 02148
40853xxxx9 aks*****@b************.com
American Express Financial Advisors 2 Constitution Plz Charlestown, MA 02129
61724xxxx0 aar**@a**************.com 904957 79
Mayflower Advisors West 287 Turnpike Rd, Westborough, MA 01581
50889xxxx0 a.o********@m****************.com 5 8
Lance Financial Associates 2 Winnmere Ave Burlington, MA 01803
78150xxxx1 hel**@g********.com
Howard J Holmes Cfa Registered Investment Advisor 234 W Center St, West Bridgewater, MA 02379 50894xxxx8
Charles Peck - TD Wealth Financial Advisor 535 Boylston St, Boston, MA 02116
61769xxxx7 abc*******@t*.com 844104 6529 849000
Eric Hoertdoerfer - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx4
Munroe & Associates 342 Commercial St Ameriprise Financial Advisors Boston, MA 02109
85736xxxx9 dns*****@a***.com
Wells Financial Advisors Inc 205 Newbury St, Framingham, MA 01701
50865xxxx3 24d*************************************@w*****************.com
Somerset Equity Advisors 464 Common St, Belmont, MA 02478 61748xxxx2
William Burton & Company 99 Walnut St Ste A Saugus, MA 01906
78123xxxx4 acc****@c********.com 3.5 18 2 19
William Heron - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx3 bri**********@a***.com
Edward Jones - Financial Advisor: Sarah J Moore 227 Willow St Ste A, South Hamilton, MA 01982
97888xxxx7 acc**********@e**********.com 86716 98000
Advisor's Capital Investments 395 Circuit St, Norwell, MA 02061 78165xxxx5
Jack White - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx8 jac*******@r**.com 4
Wainwright Investment Counsel 1 Boston Pl Boston, MA 02108
61753xxxx0 abu*****@w**********.com
Susan E Katz Financial Advisors 857 Washington St, Braintree, MA 02184 78135xxxx9
William Tucker Jacobs - Wilmington Advisors @ M&T 51 Commercial St Ste 301, Malden, MA 02148
61736xxxx4 adv****@w*****************.com 93607 2283 95000
Martin Robbins - Financial Advisor, Ameriprise Financial Services 683 Main St Ste 7, Norwell, MA 02061
58570xxxx6 dns*****@a***.com
Lisa M. Austin - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx4 gab**************@r**.com
Silver Bridge Advisors LLC 255 State St Ste 600, Boston, MA 02109
61750xxxx4 aco*****@s**************.com
Wells Fargo Advisors 91 Longwater Cir Ste 300, Norwell, MA 02061
78179xxxx1 ada*********@w*****************.com 188275 189000
New Generation Advisors 49 Union St, Manchester, MA 01944 97852xxxx3
Hara Dean T Mba Amex Financial Advisors 546 Tremont St Boston, MA 02116 61742xxxx5
Walnut Hill Advisors 90 Concord Ave Fl 3 Belmont, MA 02478
88827xxxx3 use*@d*****.com
Jeffrey Jacobson - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx6 lia********@r**.com
Edward Jones - Financial Advisor: Jeffrey Forsythe 77 W Main St Ste 206, Hopkinton, MA 01748 50829xxxx7
Jacqueline Blau - Private Wealth Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61760xxxx9 ale***********@a***.com 2229 141 2200
Jennifer Gray - Private Wealth Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx4 deb***********@a***.com 106 558 3 616
Business Intelligence Advisors 53 State St Ste 12, Boston, MA 02109
61722xxxx7 agr******@b*********.com
Minot DeBlois Advisors LLC 50 Congress St #900, Boston, MA 02109
61755xxxx7 aru******@m***********.com
Financial Advisors Network 600 W Cummings Park Ste 3050, Woburn, MA 01801
78193xxxx7 sup****@f*****.com
Metro Credit Union - Melrose 108 Main St Melrose, MA 02176
87769xxxx6 aav***@m******.org 3 30 3.3 4
Robbins Wealth Advisors 470 Atlantic Ave, Boston, MA 02210 61727xxxx5
Capital Advisors 132 Turnpike Rd, Southborough, MA 01772
50822xxxx0 ggg*******@1**.com
JK Harris & Company 60 State St 7th flr Boston, MA 02109
80062xxxx7
The SGR Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx4 acc***************@u**.com 5.01
Edward Jones - Financial Advisor: Glen F Duffy 175 North Ave Ste 102, Wakefield, MA 01880
78124xxxx4 acc**********@e**********.com 24
Edward Jones - Financial Advisor: Vance Williams, ChFC®|RICP®|CLU®|AAMS™ 10 Speen St Ste 304, Framingham, MA 01701
50887xxxx2 a.j*********@e**********.com
Essex Financial Advisors 58 Main St Ste 3, Topsfield, MA 01983
97888xxxx0 c18*****************************@s*****.wixpress
Old North Advisors 50 Federal St Ste 603, Boston, MA 02110
61783xxxx0 abo*****@p***********.com
Four Ponds Financial Planning One Boston Place, 201 Washington St Suite 2600, Boston, MA 02108
88828xxxx5 dav**@f*****************.com
Kevin Donovan - RBC Wealth Management Financial Advisor 80 Washington St Bldg J, Norwell, MA 02061
78168xxxx6 kev************@r**.com
Alco Advisors Inc 1 Snow Rd Ste 6, Marshfield, MA 02050 78183xxxx0
Michael Yacoub - TD Wealth Financial Advisor 999 Worcester St, Wellesley, MA 02482
77421xxxx8 ato**********@t*.com 845183 6529 850000
Ryan Stefens - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61791xxxx9 ale***********@a***.com 2229 141 2200
Liberty Boston Group - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Wells Fargo Advisors Financial Network - CLOSED 24 Shipyard Dr Ste 205, Hingham, MA 02043 58570xxxx6
Beacon Capital Management Advisors 581 Boylston St Ste 802, Boston, MA 02116
61723xxxx0 eri*@b**********.com
Wealth Enhancement Group 10 Post Office Square Suite 1200 South, Boston, MA 02109
61769xxxx0 aba****@w****************.com
Merrill Lynch Financial Advisor Michelle E. Losasso 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Financial Independence Advisors 200 Ledgewood Pl Suite 101, Rockland, MA 02370
78178xxxx0 991 2 1000
Mosaic Investment Advisors 60 State St Ste 700, Boston, MA 02109 61785xxxx0
Robert Andrews - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Bob Wilson Jr - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97837xxxx4 bob*******@a***.com
First Command Financial Advisor - Chris Moore 78 Blanchard Rd Ste 105, Burlington, MA 01803
78186xxxx0 abe***@f***********.com 5 8 20
James Henry - TD Wealth Financial Advisor 280 Main St, Groveland, MA 01834
78160xxxx9 bri************@t*.com 844969 6529 850000
Merrill Lynch Financial Advisor Seth A Mulrooney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Edward Jones - Financial Advisor: Steven L Lindale 2 Lowell St, Wilmington, MA 01887
97865xxxx7 acc**********@e**********.com 86722 98000
Edward Jones - Financial Advisor: Tom D'Arcangelo 94 S Main St, Middleton, MA 01949
97877xxxx8 a.j*********@e**********.com 86202
Ltbc Capital Advisors 61 Park Dr Apt 8, Boston, MA 02215
61742xxxx0 inf*@l**********.com
Commenda Capital Advisors 220 Winthrop St, Winthrop, MA 02152 61720xxxx2
Perennial Capital Advisors 1 Washington Mall Ste 1103, Boston, MA 02108
61724xxxx0 inf*@p***********.com
Karyn Feinberg Clarke - Private Wealth Advisor, Ameriprise Financial Services 260 Boston Post Rd Ste 6B, Wayland, MA 01778
50827xxxx6 dns*****@a***.com 224 229
Barry Financial Advisors 1510 Washington St, Walpole, MA 02081
50866xxxx6
Meredith Laurienzo - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
61746xxxx6 ste**************@r**.com
Hoopoe Advisors 54 Warren St Boston, MA 02119
61731xxxx4 inf*@h*************.com
Bradford J Rindler - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
Legacy Financial Advisors 100 Corporate Pl Ste 400, Peabody, MA 01960
97853xxxx1 doe@l**********************.com
Delphinus Financial Advisors 38 Mechanic St, Foxboro, MA 02035
78178xxxx9 asa*****@d**********.com
Valian Advisors 800 Turnpike St Ste 300, North Andover, MA 01845
97868xxxx2 vi@v*************.com
Nutter Investment Advisors 155 Seaport Blvd, Boston, MA 02210
61743xxxx0 aan******@n*****.com
Cole 1031 Solutions 1 Boston Pl Boston, MA 02108
64647xxxx8 ron********@c**********.com
American Consumer Credit Counseling 130 Rumford Ave Ste 202 Auburndale, MA 02466
61755xxxx0 com*******@c*************.com 3.9 7
Boston Stock Exchange 100 Franklin St Boston, MA 02110 61723xxxx0
Timothy Heald - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx6 tim**********@r**.com
Henry Da Cunha - Financial Advisor, Ameriprise Financial Services 99 Derby St Ste 301, Hingham, MA 02043
78174xxxx8 ant**************@a***.com
Michael Klonsky - Associate Manager, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Kristen K Beyer-Schulz - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
78164xxxx8 dns*****@a***.com
Merrill Lynch Financial Advisor Thomas J Cronin 440 Boylston St, Boston, MA 02116
61769xxxx5 ale*********@m*.com
Executive Benefit Solutions 75 Arlington St Ste 500 Boston, MA 02116
61790xxxx4 bba****@e*********.com
Ballentine Partners 230 3rd Ave Ste 5 Waltham, MA 02451
78131xxxx0 aca********@b*****************.com 6
Edward Jones - Financial Advisor: Jackie Wilson, CFP® 659 Washington St Ste 1, Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com
Wells Fargo Advisors Two International Place, International Pl Suite 2000, Boston, MA 02110
61734xxxx0 a-p*************@w*****************.com 3.1 13 189274 190443
Edward Jones - Financial Advisor: Eric W Evans 4 Lowell Rd, North Reading, MA 01864
97866xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jorg Skowranek 491 Main St Ste A, Groton, MA 01450
97844xxxx3 a.j*********@e**********.com
Kelly Woerdeman - Financial Advisor, Ameriprise Financial Services 431 Country Club Way Ste 2, Kingston, MA 02364
50883xxxx9 cat*********@a***.com 9 462 3 663
Richard J Batten - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
97864xxxx2 joh*******@c*.rbcwealthmanagement 47
Optimum Growth Advisors - CLOSED 112 Washington St, Marblehead, MA 01945
Cohen Investment Advisors 75 State St Ste 100, Boston, MA 02109
60323xxxx0 avi@i**************.com 5 10 66 99
Wells Fargo Advisors - CLOSED 285 Billerica Rd, Chelmsford, MA 01824
97825xxxx3 ada*********@w*****************.com 188708 190000
Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com
Edward Jones - Financial Advisor: Jeff Corrigan 48 Trapelo Rd, Belmont, MA 02478
61748xxxx9 a.j*********@e**********.com 4
Justin Gaudino - Financial Advisor, Ameriprise Financial Services 10 New England Business Center Dr Ste 109, Andover, MA 01810
97826xxxx4 dns*****@a***.com
Daniel Wilson - Ameriprise Financial Advisor 275 Grove St Ste 1w-305 Auburndale, MA 02466
61750xxxx7 ale************@a***.com 38 5 1 2218 135
Schulman Johanna, CFP 2285 Massachusetts Ave Ste 206 Cambridge, MA 02140
61735xxxx4 dns*****@a***.com 5 2
Joseph Winter - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61791xxxx4 dns*****@a***.com
Rob Curran - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Jason A Jani 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Robert A Sacchetti 1110 Great Plain Ave Needham, MA 02492
78144xxxx9 a.j*********@e**********.com
Clearvue Advisors 25 Windsor Rd, Milton, MA 02186
61769xxxx0 eli**@c***************.com
Edward Jones - Financial Advisor: Jan Dik 227 Willow St Ste A, South Hamilton, MA 01982
97888xxxx7 a.j*********@e**********.com
Wachusett Advisors - CLOSED 3 Brook St, Watertown, MA 02472
SCS Financial 888 Boylston St, Boston, MA 02199
61720xxxx0 abu****@s***********.com 5 2
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services 33 Bedford St Ste 2ND, Concord, MA 01742
91437xxxx0 dns*****@a***.com 99
LPL Financial 75 State Street, 22nd Floor, Boston, MA 02109
80087xxxx0 aar*********@l**.com 1.5 8 19873 200
CAPTRUST Financial Advisors 1 Liberty Sq Fl 13, Boston, MA 02109
61734xxxx0 aar*********@c*******.com 420 62 538
Christine DelBrocco - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
97853xxxx2 ale***********@a***.com 2229 141 2200
Thomas S Pedersen - Financial Advisor, Ameriprise Financial Services 840 Main St Ste 106, Millis, MA 02054
50837xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Kelley A Bangs 130 Rumford Ave Ste 101, Auburndale, MA 02466
61752xxxx5 a.j*********@e**********.com 2
Robert Taylor - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
Rocky Hill Advisors Inc 598 Essex Ave, Gloucester, MA 01930
97828xxxx5 bi**@r****************.com
Delcarme Francois-LeFort - TIAA Wealth Management Advisor 97 Mount Auburn St, Cambridge, MA 02138
86684xxxx4 acc******************@t***.org 90977 517 91000
Siebert Financial Boston, MA 02110
80087xxxx4 adm**@s******.com 348 367
Capitol Financial Advisors 1 Hollis St Ste 301, Wellesley, MA 02482
78123xxxx5 cbr***@c*******.com
Municipal Market Advisors 75 Main St, Concord, MA 01742
97828xxxx4 cha***@m***********.com
Steven Healey - Financial Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
78134xxxx0 cat*********@a***.com 462 3 663
McVittie Financial Advisors 11 Norumbega Ct, Auburndale, MA 02466
61796xxxx5 emc******@m****************.com
Kaitlyn OConnell - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61739xxxx5 ale***********@a***.com 2229 141 2200
Marc Altenhoff - Financial Advisor, Ameriprise Financial Services 271 Waverley Oaks Rd Ste 200, Waltham, MA 02452
61771xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Amanda T Adams 3 Mill St Ste 2, Attleboro, MA 02703
50822xxxx7 acc**********@e**********.com 54
Modera Wealth Management - Financial Advisors & Financial Planners - Boston, MA 535 Boylston St #300, Boston, MA 02116
61724xxxx8 aar********@m***********.com 90 113
Edward Jones - Financial Advisor: Tessa Young - CLOSED 374 Court St, Plymouth, MA 02360
50899xxxx8 a.j*********@e**********.com 10
Barron Benefit Advisors 1200 Providence Hwy, Sharon, MA 02067
78178xxxx5 jam*@b********************.com
Christopher Angers - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 27, Hingham, MA 02043
78187xxxx0 chr*****************@a***.com 5 2 207 221
Polaris Advisors, LLC 550 Cochituate Rd Ste 4, Framingham, MA 01701
50848xxxx9 ale******@p*********.com
Edward Jones - Financial Advisor: Jonathan Schonberg 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Aaron Piscia - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
87752xxxx2 aar*********@a***.com
Cheryl Clark 8 Clarendon St Boston, MA 02116 61726xxxx5
Brian McCarthy - RBC Wealth Management Financial Advisor 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx7
Edward Jones - Financial Advisor: James A Normington, AAMS™|CRPC™ 225A Groton Rd, Westford, MA 01886
97869xxxx8 a.j*********@e**********.com 79 83
Compass Planning Associates 3 Center Plz, Boston, MA 02108
61752xxxx6 aus***@c**************.com
Edward Jones - Financial Advisor: Timothy J Moses, CFP® 55 West St, Walpole, MA 02081
50866xxxx2 a.j*********@e**********.com 85463 94000
Boston Credit Services 867 Boylston St Boston, MA 02199
61761xxxx1 bos*****************@g****.com 38
Bennett Financial Advisors Inc 55 Davis Ave, Brookline, MA 02445 61756xxxx2