Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Silverlake Wealth Management LLC financial advisors in Vermont

Every SEC-registered investment adviser representative at a Silverlake Wealth Management LLC office in Vermont, by city and A to Z.

The short answer

8 registered advisors work at Silverlake Wealth Management LLC in Vermont, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Williston (7). 2 list the CFP designation and 4 are also registered broker representatives.

Silverlake Wealth Management LLC advisors by city in Vermont

Every firm in Vermont →

Williston 7Burlington 1

Silverlake Wealth Management LLC advisors in Vermont, A to Z

Search by name →

Silverlake Wealth Management LLC advisors in every state →Silverlake Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Silverlake Wealth Management LLC financial advisors are in Vermont?

8 investment adviser representatives are registered at Silverlake Wealth Management LLC offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Where in Vermont does Silverlake Wealth Management LLC have the most advisors?

Williston, with 7, then Burlington (1). Silverlake Wealth Management LLC has advisors in 2 cities in Vermont.

How do I check a Silverlake Wealth Management 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 Silverlake Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.