Skip to main content
registered representatives by state

Registered representatives in Massachusetts

251,657 registered representatives held a Massachusetts registration on record as of September 24, 2026; 15,362 of them have a Massachusetts business address. On Accupoint each is one record across Broker Dealer, advisory and insurance data.

251,657Registered in Massachusetts
15,362Business address in Massachusetts
13,662First registered in the last 12 months
27,359Joined their current Broker Dealer in the last 12 months
#16of 52 by reps registered

From national registration data as of September 24, 2026. Each rep is counted once.

one record, every channel

168,309 Massachusetts reps also hold an insurance license or an advisory registration.

A registration lookup answers one question about one person. On Accupoint, a Massachusetts rep's record also carries their registrations in every other state, their exams and the Broker Dealers they have worked for, and for those who are also insurance agents or investment adviser representatives (IARs), their licenses, carrier appointments and advisory registrations.

34,373Also licensed as an agent in Massachusetts (13.7%)
8,448Also an IAR in Massachusetts (3.4%)
94,455Rep, adviser and agent on one record, in any state

Exams held on record

Reps registered in Massachusetts. The SIE is left out: nearly every rep holds it.

Series 7, General Securities Representative230,032
Series 63, Uniform Securities Agent State Law178,899
Series 66, Uniform Combined State Law112,841
Series 65, Uniform Investment Adviser Law49,971
Series 6, Investment Company and Variable Contracts Products Representative45,193
Series 24, General Securities Principal35,568
Series 9, General Securities Sales Supervisor (Options)28,435
Series 10, General Securities Sales Supervisor (General)28,378
Series 79, Investment Banking Representative21,664
Series 3, National Commodity Futures16,330

Broker Dealers with the most reps in Massachusetts

Among reps registered in Massachusetts with a business address there, by current Broker Dealer.

Top cities

Reps registered in Massachusetts with a business address in each city.

Boston7,499
Waltham643
Wellesley465
Springfield311
Hingham256
Worcester249
Burlington246
Needham209
Wellesley Hills186
Westborough186

Years since first registered

Reps registered in Massachusetts, by years since they first registered with a Broker Dealer.

0-1 years27,318
2-4 years36,833
5-9 years36,984
10-19 years56,767
20-29 years53,126
30+ years40,629
First registered
13,662 reps registered in Massachusetts first registered with a Broker Dealer in the 12 months to September 24, 2026; 702 of them have a Massachusetts business address. 27,359 joined their current Broker Dealer in the same 12 months.
Broker Dealers
100 Broker Dealers are headquartered in Massachusetts, and 1,848 are registered there (firm data as of October 2, 2026).
Where they work
236,295 are registered in Massachusetts with a business address elsewhere or none on record. Across the country, 115,654 reps are registered in 50 or more jurisdictions.
beyond a registration lookup

Every state, every channel, one record.

A registration lookup shows one person at a time. Accupoint shows the whole professional: every state they are registered in, the exams on their record, the Broker Dealers they have worked for, and any insurance licenses and advisory registrations, on one record you can search, export and act on.

651,838

Registered representatives, counted once

Across 52 jurisdictions. 460,656 are registered in more than one state, 24.6 states each on average.

410,239

Reps who are also agents or advisers

Registered representatives who also hold an insurance license or an advisory registration, on the same record.

History

Registrations, exams and employment

Registrations by state, the exams on record and the Broker Dealers they have worked for, for everyone in the channel, plus license and carrier appointment history for those who are also insurance agents.

Act on it

Search, CRM, Claude and ChatGPT

Search and export by registration, exam, Broker Dealer and geography, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.

questions

Massachusetts registered representatives, answered.

How many registered representatives are registered in Massachusetts?

251,657 registered representatives held a Massachusetts registration on record as of September 24, 2026. 15,362 of them have a Massachusetts business address, and 236,295 are registered there with a business address elsewhere or none on record.

How many reps registered in Massachusetts entered the industry in the last 12 months?

13,662 reps registered in Massachusetts first registered with a Broker Dealer in the 12 months to September 24, 2026; 702 of them have a Massachusetts business address.

Which exams do reps registered in Massachusetts hold?

The most common exams on record are Series 7, General Securities Representative (230,032 reps); Series 63, Uniform Securities Agent State Law (178,899 reps); and Series 66, Uniform Combined State Law (112,841 reps). The SIE is left out: nearly every rep holds it.

How many Massachusetts reps are also agents or advisers?

104,820 reps registered in Massachusetts also hold an insurance license and 157,944 are also investment adviser representatives; 94,455 are all three. In Massachusetts itself, 34,373 are also licensed as agents and 8,448 are also registered as investment adviser representatives. On Accupoint they are one record each.

What does registered in a state mean?

A rep registers in each state where they serve clients, so reps who serve clients across state lines often hold many state registrations. Across the country, 460,656 reps are registered in more than one state.

Can I send these reps to my CRM or ask about them from Claude or ChatGPT?

Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.

Is Accupoint a government agency?

No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.

Search Massachusetts reps on Accupoint.

Every Massachusetts rep with their registrations, exams and history, or talk with our team about the audience you need.