Stephen Boyce has been an investment adviser representative at Addison Advisors since October 2025, 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 · 1 yearMiddlebury, VT · Adviser representative · Firm CRD 154744
Investment adviser representative registrations
Stephen Boyce is registered as an investment adviser representative in Vermont, since October 2025.
- VermontSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Wendall Boyce
- CRD
- 8167177
- Firm
- Addison Advisors · CRD 154744
- Office
- 88 MAIN STREET, Middlebury, VT 05753
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Boyce work?
Stephen Boyce is an investment adviser representative registered through Addison Advisors LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Boyce a financial advisor?
Yes. Stephen Boyce has a current investment-adviser registration in Vermont, through Addison Advisors since October 2025.
How many years of experience does Stephen Boyce have?
Stephen Boyce has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Stephen Boyce passed?
Stephen Boyce passed the Series 65 in October 2025.
Where is Stephen Boyce based?
Stephen Boyce’s registered office is in Middlebury, VT.
Is Stephen Boyce registered with FINRA?
No. Stephen Boyce has no current broker registration.
How can I verify Stephen Boyce’s record?
Search CRD 8167177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Boyce’s full registration record.