Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Colchester, VT
Every SEC-registered investment adviser representative at a firm office in Colchester, with the firms that employ the most of them.
119 registered advisors work in Colchester; the most are at Morgan Stanley (73). 7 list the CFP designation and 119 are also registered broker representatives.
Firms with the most advisors in Colchester
Advisors in Colchester, A to Z
CFP advisors in Colchester →- Meredith T. AugustoniEquity Services, Inc. · Chartered Financial Consultant
- Lucinda M. BainMorgan Stanley
- Jonathan R. BarnesMorgan Stanley
- Morgan G. BaughmanMorgan Stanley
- Christine K. BeallMorgan Stanley
- Kaitlin A. BenselMorgan Stanley
- Ronald M. BiedermannMorgan Stanley
- Seth N. BlanchardAmeriprise Financial Services, LLC
- Danielle E. BowerMorgan Stanley
- Julie C. BraunMorgan Stanley
- Patricia A. BrodskyMorgan Stanley
- John C. BrosciousMorgan Stanley
- Travis J. BrownMorgan Stanley
- Ross A. BurkeMML Investors Services, LLC
- James D. CanavanMorgan Stanley
- Paul CarpenterEquity Services, Inc. · Certified Financial Planner
- Michael G. CastilloEquity Services, Inc. · Certified Financial Planner
- James D. CohenEagle Strategies LLC
- Trevor ConnorsEquity Services, Inc.
- Daniel CoppensAmeriprise Financial Services, LLC
- Christine Costas-MorrisseyMorgan Stanley
- Joshua T. DalyMorgan Stanley
- John F. DanniesMorgan Stanley
- Andrea M. DionMorgan Stanley
- Christopher D. DubieMorgan Stanley
- Jason K. DuboisAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Connor F. DuffyMorgan Stanley
- Whitney L. DurivageMorgan Stanley
- Argie EconomouMorgan Stanley
- Christopher F. EconomouMorgan Stanley
- William E. EdwardsMorgan Stanley
- Hank ElitzerMorgan Stanley
- Andrea K. FisherMorgan Stanley
- M. Elizabeth Fluhr-KayMorgan Stanley
- Richard F. FronteraEquity Services, Inc. · Chartered Financial Consultant
- Nicholas A. FukudaMorgan Stanley
- Aaron S. GainesEquity Services, Inc. · Certified Financial Planner
- Alex GinsbergMorgan Stanley
- Anna GlosserEdward Jones · Certified Financial Planner
- Ryan P. GoodrichMorgan Stanley
- Sean GrattanMorgan Stanley
- Elliot W. GrayMorgan Stanley
- Jeffrey M. HallerEquity Services, Inc.
- Lucille M. HalvorsonMorgan Stanley
- Megan T. HandEquity Services, Inc. · Certified Financial Planner
- Benjamin K. HarrisAmeriprise Financial Services, LLC
- Jennifer B. HeintzMorgan Stanley
- Matthew G. HigginsMorgan Stanley
- Molly L. HigginsMorgan Stanley
- William T. Hinman Jr.Equity Services, Inc.
- Elizabeth A. HoffmanEquity Services, Inc.
- Danielle A. HoganMorgan Stanley
- Alec E. HokeEquity Services, Inc.
- Jason M. JeffersEquity Services, Inc.
- Gabriel J. JewulaEquity Services, Inc.
- John N. Kalil Jr.Equity Services, Inc.
- Thomas M. KasprzakEquity Services, Inc.
- Gregory P. KauschEquity Services, Inc.
- Joseph N. KelleyMorgan Stanley
- Damon K. KinzieMorgan Stanley
- Randy S. LambertiMorgan Stanley
- Jodi E. LavalleeMorgan Stanley
- Michelle P. LawrenceEquity Services, Inc. · Personal Financial Specialist
- Luc A. LeblancMorgan Stanley
- Emily A. LeeMorgan Stanley
- Kimberly A. LefrancoisMorgan Stanley
- Gregory L. LemieuxLPL Financial LLC
- Heather L. LemonMorgan Stanley
- David LewickiEquity Services, Inc. · Chartered Financial Consultant
- Scott P. LewisMorgan Stanley
- Melissa R. LongMorgan Stanley
- Adam MacalusoMorgan Stanley
- Trystan J. MaddalenaEquity Services, Inc.
- Allison M. MaddenMorgan Stanley
- Joseph D. MalboeufLPL Financial LLC
- Michael E. McCormickEquity Services, Inc.
- Marina M. McCoyMorgan Stanley
- Jason M. McFaulMML Investors Services, LLC
- Thomas J. McGinnMorgan Stanley
- Laurie A. MessierMorgan Stanley
- Steve R. MoneMorgan Stanley
- Shawn D. MorinMML Investors Services, LLC
- David M. Mysliwiec Sr.Equity Services, Inc.
- Gilles A. OwenMML Investors Services, LLC
- Brian A. PelkeyMorgan Stanley
- Dean J. PelkeyMorgan Stanley
- Meg D. PelkeyMorgan Stanley
- Joseph M. PhillipsMorgan Stanley · Certified Financial Planner
- Joyce A. PikeMorgan Stanley
- John J. PionMorgan Stanley
- Joseph A. PuglieseMorgan Stanley
- Randall S. RanerEquity Services, Inc.
- Brittiny B. RazzanoEquity Services, Inc. · Certified Financial Planner
- Kristi D. RocheleauAmeriprise Financial Services, LLC
- Alice D. RuddMorgan Stanley
- Christopher A. SarasEquity Services, Inc.
- Thomas T. SequistMorgan Stanley
- Robert C. SheaMorgan Stanley
- Suzanne M. ShepardMorgan Stanley
- Marcy B. SmithAmeriprise Financial Services, LLC
- Matthew C. SmithMorgan Stanley
- Selena B. SmithMorgan Stanley
- Laura C. StotzMorgan Stanley
- Laura B. StraehlaMorgan Stanley
- Daniel J. StreeterEquity Services, Inc. · Personal Financial Specialist
- Anna K. StroutMorgan Stanley
- Karina A. TarteEquity Services, Inc.
- Victoria K. TerrazzinoEquity Services, Inc.
- Jo Ann ThibaultEquity Services, Inc.
- Jeffery A. ThompsonAmeriprise Financial Services, LLC
- Colleen M. TremblayMorgan Stanley
- Timothy S. WalshAmeriprise Financial Services, LLC
- Roger L. WebsterMML Investors Services, LLC
- Lucas C. WhiteMorgan Stanley
- Gail E. WhitehouseMorgan Stanley
- David T. WilkinsMorgan Stanley
- Alison E. WilsonMorgan Stanley
- Grady L. WimbleMorgan Stanley
- Renee M. YagodaAmeriprise Financial Services, LLC
Other cities in Vermont
All of Vermont →Burlington 105South Burlington 74Montpelier 48Rutland 35Williston 31Barre 25Brattleboro 17Middlebury 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 Colchester, VT?
119 investment adviser representatives are registered at firm offices in Colchester, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 119 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Colchester?
Morgan Stanley, with 73 registered advisors in Colchester, followed by Equity Services, Inc. with 28.
How do I check a financial advisor in Colchester?
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.