Financial advisers in Providence, Rhode Island
19 profiles with reported offices in Providence, Rhode Island. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Robert CusackInvestment adviser representativeCanton HathawayCRD 716107
- Louis MurphyVice PresidentBrown, Lisle/CummingsCRD 1162141
- Lesley SheeleyChief Compliance Officer / MemberSheeley & Partners Wealth ManagementCRD 1873232
- David IzziPresident; Secretary; Treasurer; Chief Compliance OfficerBrown, Lisle/CummingsCRD 2027961
- Malcolm ChaceManaging PartnerCanton HathawayCRD 2117049
- Scott LisleVice PresidentBrown, Lisle/CummingsCRD 2220388
- Jeffrey BogosianInvestment adviser representative1st Discount BrokerageCRD 2257321
- Joseph McGinnVice PresidentBrown, Lisle/CummingsCRD 2354164
- Kenneth GoodreauManaging DirectorCanton HathawayCRD 2598273
- Ned PascucciInvestment adviser representative1st Discount BrokerageCRD 2650614
- Maria PlanteInvestment adviser representativeBrown, Lisle/CummingsCRD 2679468
Derek AmeyManaging Partner, Chief Investment OfficerStrategic Point Investment AdvisorsCRD 3063755- George GreerInvestment adviser representativeSheeley & Partners Wealth ManagementCRD 4117879
- Nicholas TrotmanManaging DirectorCanton HathawayCRD 4283142
Tara BudlongInvestment adviser representativeStrategic Point Investment AdvisorsCRD 4382596
Kristina MelloInvestment adviser representativeStrategic Point Investment AdvisorsCRD 5507257
Aaron ReynoldsInvestment adviser representativeStrategic Point Investment AdvisorsCRD 5543241
Jason SipersteinChief Compliance Officer, MemberEliot Rose Wealth ManagementCRD 5722409- Shari SeidmanInvestment adviser representativeAstoria Strategic WealthCRD 8038985
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.