Financial advisers in Vermont
40 profiles with reported offices in Vermont. Explore advisers’ roles, firms and public regulatory records.
Explore by city
Find advisers with a reported office in Vermont. Choose a city to get started.
OFFICE CITIES
Select a dot to see the city and its advisers.
Cities in Vermont
A–Z · Number of advisersCity locations are approximate. Counts reflect reported offices. 1 city is listed without a map marker.
Map sources: U.S. Census Natural Earth
Adviser profiles
- Prentiss SmithDirector/Treasurer/OwnerPrentiss Smith & CompanyCRD 867702
- Gertrude SavilleInvestment adviser representativePrentiss Smith & CompanyCRD 1761847
- Penelope KaufmanInvestment adviser representativePrentiss Smith & CompanyCRD 1922598
- Timothy BrissonInvestment adviser representativeNortheast Planning AssociatesCRD 1924566
Matthew MalaneySecretary, Portfolio Manager and Investment Committee MemberEley Financial ManagementCRD 2088303
Sandra MaynardManaging PartnerStage 2 Planning PartnersCRD 2101732- Scott SolodChief Compliance OfficerKelly Financial GroupCRD 2116968
Christopher DouglassManaging Partner and Chief Compliance OfficerStage 2 Planning PartnersCRD 2505358
Joseph DieboldPresident, Portfolio Manager, Investment Committee MemberEley Financial ManagementCRD 2541809- James ReynoldsInvestment adviser representativeNortheast Planning AssociatesCRD 2997795
William WalshManaging Member and Chief Compliance OfficerQuantum Leap CapitalCRD 3049060
Priscilla GilbertInvestment adviser representativeBlue Bear FinancialCRD 4185541
John DavisShareholderCopper Leaf FinancialCRD 4307361- Steven BurnettInvestment adviser representativeTRG Investment AdvisorsCRD 4458946
Kyle AbrahamovichPresident/Chief Compliance OfficerPoulos AdvisorsCRD 4736078
James WilliamsPresident/Chief Compliance OfficerWilliams FinancialCRD 4806982
Andrew MurphyChief Compliance OfficerEley Financial ManagementCRD 5120251- Joseph SmithwickInvestment adviser representativeEley Financial ManagementCRD 5219257
Benjamin NostrandManaging MemberWestview ManagementCRD 5583839
Bret HodgdonChief Compliance Officer, ShareholderCopper Leaf FinancialCRD 5605497
Tyler CinelliInvestment adviser representativeWilliams FinancialCRD 5688437- Clinton WoodInvestment adviser representativeTRG Investment AdvisorsCRD 5733324
- Dennis VoigtManaging Member/Chief Compliance OfficerDWV AdvisorsCRD 5813766
Beth WilsonInvestment adviser representativePoulos AdvisorsCRD 5847933- Robert CostelloPrincipalCostello Financial PlanningCRD 5907311
- Adrian PrzyboroInvestment adviser representativeRossby FinancialCRD 5988260
Jonathan LandryFounder/Managing Director44 North CapitalCRD 6004737
Louise GibbsMember, Chief Compliance OfficerWestview ManagementCRD 6405021
Eric HallmanMemberWestview ManagementCRD 6582291
Breanna SykesInvestment adviser representativeCopper Leaf FinancialCRD 6682801- Dennis GambinoInvestment adviser representativeTRG Investment AdvisorsCRD 6793488
- Alison DavisInvestment adviser representativeQuantum Leap CapitalCRD 6911640
- Connor BrissonInvestment adviser representativeNortheast Planning AssociatesCRD 7027227
Jacquelyn ThibeaultInvestment adviser representativeCopper Leaf FinancialCRD 7373551
Courtney CalottaInvestment adviser representativeDonalies Financial PlanningCRD 7426787- Deirdre KeenanInvestment adviser representativeQuantum Leap CapitalCRD 7646199
Meredith PhippenInvestment adviser representativeWilliams FinancialCRD 7853740
Joshua GrahamInvestment adviser representativeWestview ManagementCRD 8092631
Adam EiklorInvestment adviser representativeCopper Leaf FinancialCRD 8295529- Cecelia WuInvestment adviser representativeHippocratic Financial AdvisorsCRD 8343020
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.