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Financial ADVSR advisor directory · SEC adviser records

Rock Point Advisors, LLC financial advisors in Vermont

Every SEC-registered investment adviser representative at a Rock Point Advisors, LLC office in Vermont, by city and A to Z.

4 registered advisors work at Rock Point Advisors, LLC in Vermont, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Burlington (4). 1 list the CFP designation and 0 are also registered broker representatives.

Rock Point Advisors, LLC advisors by city in Vermont

Every firm in Vermont →

Burlington 4

Rock Point Advisors, LLC advisors in Vermont, A to Z

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Rock Point Advisors, LLC advisors in every state →Rock Point Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Rock Point Advisors, LLC financial advisors are in Vermont?

4 investment adviser representatives are registered at Rock Point Advisors, LLC offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Vermont does Rock Point Advisors, LLC have the most advisors?

Burlington, with 4. Rock Point Advisors, LLC has advisors in 1 city in Vermont.

How do I check a Rock Point 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 Rock Point Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.