Financial ADVSR advisor directory · SEC adviser records
Otto & Associates, Inc. financial advisors in Vermont
Every SEC-registered investment adviser representative at a Otto & Associates, Inc. office in Vermont, by city and A to Z.
The short answer
3 registered advisors work at Otto & Associates, Inc. in Vermont, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Norwich (3). 3 list the CFP designation and 0 are also registered broker representatives.
Otto & Associates, Inc. advisors by city in Vermont
Every firm in Vermont →Otto & Associates, Inc. advisors in Vermont, A to Z
Search by name →- Susan O. GoodellNorwich · Certified Financial Planner
- Deborah L. MaherNorwich · Certified Financial Planner
- David W. OttoNorwich · Certified Financial Planner
Otto & Associates, Inc. advisors in every state →Otto & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Otto & Associates, Inc. financial advisors are in Vermont?
3 investment adviser representatives are registered at Otto & Associates, Inc. offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Vermont does Otto & Associates, Inc. have the most advisors?
Norwich, with 3. Otto & Associates, Inc. has advisors in 1 city in Vermont.
How do I check a Otto & Associates, Inc. advisor in Vermont?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Otto & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.