Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Montpelier, VT
Every SEC-registered investment adviser representative at a firm office in Montpelier, with the firms that employ the most of them.
48 registered advisors work in Montpelier; the most are at Equity Services, Inc. (28). 6 list the CFP designation and 33 are also registered broker representatives.
Firms with the most advisors in Montpelier
| Firm | Advisors in Montpelier |
|---|---|
| Equity Services, Inc. | 28 |
| Maple Capital Management, Inc. | 12 |
| Edward Jones news | 2 |
| LPL Financial LLC news | 2 |
| State Farm Investment Management Corp. | 2 |
| The Alchemist Fund | 1 |
| Vanderbilt Advisory Services | 1 |
Advisors in Montpelier, A to Z
CFP advisors in Montpelier →- Christopher W. ArthurMaple Capital Management, Inc. · Chartered Financial Analyst
- Nicholas A. AudetEquity Services, Inc.
- David J. BosworthMaple Capital Management, Inc.
- Brian P. BrandaEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. BrandaEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas H. BrazierLPL Financial LLC
- Fjolla Buza-SotakMaple Capital Management, Inc.
- Christopher A. CichoskiEdward Jones
- Christopher M. ColbyEquity Services, Inc.
- David A. CurtinEquity Services, Inc.
- Alex M. DavidEquity Services, Inc.
- Brandon L. FalkquayEquity Services, Inc.
- Michael J. FletcherEquity Services, Inc. · Chartered Financial Consultant
- Gary T. GossEquity Services, Inc. · Chartered Financial Consultant
- Michael A. GossEquity Services, Inc.
- Marc GwinnEdward Jones · Certified Financial Planner
- Connor G. HerbruckMaple Capital Management, Inc.
- Brody J. HoffmanMaple Capital Management, Inc.
- Daniel R. HouseEquity Services, Inc. · Certified Financial Planner
- Georgi IvanovMaple Capital Management, Inc. · Chartered Financial Analyst
- Loren S. JensonEquity Services, Inc.
- Richard R. JonesState Farm Investment Management Corp.
- Elizabeth S. LewisMaple Capital Management, Inc. · Chartered Financial Analyst
- Helene F. LinoEquity Services, Inc.
- Richard J. LitchfieldMaple Capital Management, Inc. · Chartered Financial Analyst
- Frank M. Lucia Jr.Equity Services, Inc.
- Ramsey A. LuhrMaple Capital Management, Inc.
- Scott P. MaitlandEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James A. MirabileEquity Services, Inc.
- Whitley P. MottEquity Services, Inc. · Chartered Financial Consultant
- Brian A. NealEquity Services, Inc.
- Abram J. NunesEquity Services, Inc.
- Kingman D. Penniman Jr.The Alchemist Fund · Chartered Financial Analyst
- Daniel F. RandallEquity Services, Inc.
- Thomas W. RawlingsMaple Capital Management, Inc.
- Neil H. ResnikEquity Services, Inc.
- Justin R. SetterEquity Services, Inc.
- Kathryne A. StuempertEquity Services, Inc.
- Gregory D. TeeseEquity Services, Inc.
- James J. TowneLPL Financial LLC · Certified Financial Planner
- Tyler J. TutinoEquity Services, Inc.
- Paul R. VallerandState Farm Investment Management Corp.
- Penny L. VinsonEquity Services, Inc.
- Stephen P. WigginsEquity Services, Inc.
- Caitlyn WilkinMaple Capital Management, Inc.
- Timothy J. WoosterMaple Capital Management, Inc.
- Harrison WustefeldVanderbilt Advisory Services
- Benjamin G. ZarzyckiEquity Services, Inc.
Other cities in Vermont
All of Vermont →Colchester 119Burlington 105South Burlington 74Rutland 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 Montpelier, VT?
48 investment adviser representatives are registered at firm offices in Montpelier, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Montpelier?
Equity Services, Inc., with 28 registered advisors in Montpelier, followed by Maple Capital Management, Inc. with 12.
How do I check a financial advisor in Montpelier?
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.