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454 advisors near
03077
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Peter B
Series 65, Series 63
Manchester, NH
Citizens Securities, Inc.
Peter Buttaro is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Lindsay B
Series 63, Series 65
Manchester, NH
Citizens Securities, Inc.
Lindsay Brooks is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and Citizens Bank since 2019 in various roles. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs as well as brokerage and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms.
Chad G
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Chad Gancarz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.
Christopher K
CFP®, Series 63, Series 66
Londonderry, NH
Creative Planning
Christopher Kelliher is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 66 licenses and is based in Windham, NH. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.
Alexander F
Series 63, Series 66
Manchester, NH
TD private Client Wealth LLC
Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.
Bernard B
Series 63
Merrimack, NH
Brookstone Capital Management LLC
Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.
Robert T
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Robert Torre is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Kaitlyn R
CFP®, Series 63, Series 65
Manchester, NH
Steward Partners Investment Advisory, LLC
Kaitlyn Ramsay Longley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her career includes roles at Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Putnam Retail Management Ltd Partnership. She serves as a board member of The Moore Center, a nonprofit supporting people with developmental disabilities in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, including high-net-worth clients, as well as pensions, corporations, trusts, estates, and charitable organizations.
Glen F
Series 63, Series 65
Manchester, NH
TD private Client Wealth LLC
Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Bank N.A., Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade Investment Management. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.
Anthony A
Series 65, Series 63
Raymond, NH
Citizens Securities, Inc.
Anthony Ata is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities since 2016, following two years at Citizens Bank. Outside of advisory work, he owns and maintains a multi-family property. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program based on proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.
Daniel L
Series 63, Series 66, Series 65
Epping, NH
TD private Client Wealth LLC
Daniel Lord is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Fidelity Investments for 10 years before joining TD Bank and its affiliate TD Private Client Wealth LLC, where he has been since 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.
Charles B
Series 66
Nottingham, NH
Commonwealth Financial Network
Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.
Matthew S
Series 65
South Hampton, NH
Allworth financial, L.P.
Matthew Stead is a financial advisor at Allworth Financial, L.P. in South Hampton, NH, holding a Series 65 designation with six years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for 12 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including core-satellite, index allocations, and specialized models such as Buffered Equity ETFs and options-based overlays, and manages privately offered funds.
Christopher D
Series 63, Series 66
Auburn, NH
Empower Advisory Group
Christopher Denn is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and Great West Life & Annuity Insurance Co. since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Daniel S
Series 63, Series 65
Manchester, NH
OSAIC Institutions, inc.
Daniel Soucy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Infinex Investments Inc. since 2019 and spent 20 years at Nationwide Advisory Services, alongside a longstanding role with Nationwide Insurance Co. Soucy also markets Medicare supplements and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, combining an adviser/broker-dealer hybrid structure with access to alternative investments and lending solutions.
Matthew C
Series 66
Londonderry, NH
Citizens Securities, Inc.
Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2021, following a 12-year tenure at American Funds Distributors, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program while also functioning as a broker-dealer and insurance agency.
Christopher M
Series 66, Series 63
Derry, NH
Empower Advisory Group
Christopher Murphy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously was employed with GWFS Equities from 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Brian K
Series 63, Series 66
Manchester, NH
Eagle Strategies (NY Life)
Brian Keane is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Keane is also the owner of Prolman & Keane Financial, LLC and volunteers as a coach for youth sports teams and serves on the board of a local youth soccer club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Donald B
ChFC®, Series 63
Manchester, NH
Equity Services, inc.
Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.
Amy E
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Amy Erazo Interiano is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets and Digital Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party planning methodologies.
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Finding advisors...
454 advisors near
03077
within the area shown on the map
Out of 400,000+ nationwide