Eileen McCaffrey has been an investment adviser representative at Addison Advisors since January 2022, and is not listed among the firm’s executive officers or direct owners.
Addison Advisors LLC is a Middlebury, VT firm with $583M under management, 368 clients and 6 advisers across 2 offices, as of its February 2026 filing.
- Marble Trail AdvisorsCurrent– present · 4 yearsMiddlebury, VT · Adviser representative · Firm CRD 154744
Investment adviser representative registrations
Eileen McCaffrey is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Maine, in January 2025.
- MaineSince 3 January 2025
- VermontSince 18 January 2022
Examinations
No examinations are on Eileen McCaffrey’s record.
- Full name
- Eileen Lela McCaffrey
- CRD
- 7492044
- Firm
- Addison Advisors · CRD 154744
- Office
- 88 MAIN STREET, Middlebury, VT 05753
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Eileen McCaffrey work?
Eileen McCaffrey is an investment adviser representative registered through Addison Advisors LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Eileen McCaffrey a financial advisor?
Yes. Eileen McCaffrey has a current investment-adviser registration in Maine and Vermont, through Addison Advisors since January 2022.
How many years of experience does Eileen McCaffrey have?
Eileen McCaffrey has 4 years in the financial industry, since January 2022, across 1 adviser firm.
Where is Eileen McCaffrey based?
Eileen McCaffrey’s registered office is in Middlebury, VT.
Is Eileen McCaffrey registered with FINRA?
No. Eileen McCaffrey has no current broker registration.
How can I verify Eileen McCaffrey’s record?
Search CRD 7492044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eileen McCaffrey’s full registration record.