Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Dorset, VT
Every SEC-registered investment adviser representative at a firm office in Dorset, with the firms that employ the most of them.
7 registered advisors work in Dorset; the most are at Bay Colony Advisors (1). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Dorset
| Firm | Advisors in Dorset |
|---|---|
| Bay Colony Advisors | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Centurion Wealth Management | 1 |
| Empower Advisory Group, LLC | 1 |
| Envest Asset Management, LLC | 1 |
| Evergreen Ria, LLC | 1 |
| Goldman Sachs Wealth Services, L.P. news | 1 |
Advisors in Dorset, A to Z
Search all of Vermont →- David BogonovichCenturion Wealth Management
- Carmel A. FurtadoBay Colony Advisors
- Steven A. JenningsEvergreen Ria, LLC
- Karen OgdenEnvest Asset Management, LLC · Certified Financial Planner
- Michael P. ShermanCambridge Investment Research Advisors, Inc.
- Willard H. WatsonEmpower Advisory Group, LLC
- Jonathan R. WoodsGoldman Sachs Wealth Services, L.P.
Other cities in Vermont
All of Vermont →Colchester 131Burlington 113South Burlington 78Montpelier 56Rutland 34Williston 32Barre 22Brattleboro 18Manchester Center 15Middlebury 14Shelburne 13Stowe 12Bennington 10Essex Junction 9Norwich 9Manchester 8Saint Johnsbury 6St. Johnsbury 6Lyndonville 5Morrisville 5St Johnsbury 5White River Junction 5
Questions
How many financial advisors are in Dorset, VT?
7 investment adviser representatives are registered at firm offices in Dorset, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Dorset?
Bay Colony Advisors, with 1 registered advisors in Dorset, followed by Cambridge Investment Research Advisors, Inc. with 1.
How do I check a financial advisor in Dorset?
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.