Financial ADVSR advisor directory · SEC adviser records
Pathway Financial Advisors, LLC financial advisors in Vermont
Every SEC-registered investment adviser representative at a Pathway Financial Advisors, LLC office in Vermont, by city and A to Z.
The short answer
4 registered advisors work at Pathway Financial Advisors, LLC in Vermont, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in South Burlington (4). 4 list the CFP designation and 0 are also registered broker representatives.
Pathway Financial Advisors, LLC advisors by city in Vermont
Every firm in Vermont →Pathway Financial Advisors, LLC advisors in Vermont, A to Z
Search by name →- Scott A. BeaudinSouth Burlington · Certified Financial Planner, Personal Financial Specialist
- Jordan V. MacdougallSouth Burlington · Certified Financial Planner
- Michael J. SchellSouth Burlington · Certified Financial Planner
- Jonathan J. SmithSouth Burlington · Certified Financial Planner
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Questions
How many Pathway Financial Advisors, LLC financial advisors are in Vermont?
4 investment adviser representatives are registered at Pathway Financial Advisors, LLC offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Vermont does Pathway Financial Advisors, LLC have the most advisors?
South Burlington, with 4. Pathway Financial Advisors, LLC has advisors in 1 city in Vermont.
How do I check a Pathway Financial Advisors, LLC 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 Pathway Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.