Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Brattleboro, VT
Every SEC-registered investment adviser representative at a firm office in Brattleboro, with the firms that employ the most of them.
17 registered advisors work in Brattleboro; the most are at Edward Jones (7). 3 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Brattleboro
Advisors in Brattleboro, A to Z
CFP advisors in Brattleboro →- Spencer AdamsEdward Jones · Certified Financial Planner
- Michael T. BrownAmeriprise Financial Services, LLC · Certified Financial Planner
- Frederick A. Brubaker Jr.Prentiss Smith & Company, Inc. · Chartered Financial Analyst
- Matthew R. DuboisEdward Jones
- Nicholas E. DuboisEdward Jones · Certified Financial Planner
- Amy C. FrechetteEdward Jones
- Andrew J. GeorgeEdward Jones
- Tracey L. JohnIma Advisory Services, Inc.
- Penelope J. KaufmanPrentiss Smith & Company, Inc.
- Adrian LezcanoEdward Jones
- Elizabeth Paige FernotWells Fargo Clearing Services, LLC
- Ana M. SaavedraEdward Jones
- Gertrude W. SavillePrentiss Smith & Company, Inc.
- Travis C. ShineAmeriprise Financial Services, LLC
- Prentiss R. SmithPrentiss Smith & Company, Inc.
- Prentiss C. SmithPrentiss Smith & Company, Inc.
- Clinton T. WoodIma Advisory Services, Inc.
Other cities in Vermont
All of Vermont →Colchester 119Burlington 105South Burlington 74Montpelier 48Rutland 35Williston 31Barre 25Middlebury 15Shelburne 14Manchester Center 13Stowe 13Essex Junction 11Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5Woodstock 5
Questions
How many financial advisors are in Brattleboro, VT?
17 investment adviser representatives are registered at firm offices in Brattleboro, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Brattleboro?
Edward Jones, with 7 registered advisors in Brattleboro, followed by Prentiss Smith & Company, Inc. with 5.
How do I check a financial advisor in Brattleboro?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.