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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shelburne, VT

Every SEC-registered investment adviser representative at a firm office in Shelburne, with the firms that employ the most of them.

13 registered advisors work in Shelburne; the most are at M. Kraus & Company (5). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Shelburne

FirmAdvisors in Shelburne
M. Kraus & Company5
Antoine Williams & Associates Wealth Management, LLC2
Belpointe Asset Management LLC1
Blue Slate Investment Management1
Cedar Wing LLC1
Edward Jones news1
Focus 50 Wealth Management LLC1
Madison Partners1

Advisors in Shelburne, A to Z

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Other cities in Vermont

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Colchester 131Burlington 113South Burlington 78Montpelier 56Rutland 34Williston 32Barre 22Brattleboro 18Manchester Center 15Middlebury 14Stowe 12Bennington 10Essex Junction 9Norwich 9Manchester 8Dorset 7Saint Johnsbury 6St. Johnsbury 6Lyndonville 5Morrisville 5St Johnsbury 5White River Junction 5

Questions

How many financial advisors are in Shelburne, VT?

13 investment adviser representatives are registered at firm offices in Shelburne, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Shelburne?

M. Kraus & Company, with 5 registered advisors in Shelburne, followed by Antoine Williams & Associates Wealth Management, LLC with 2.

How do I check a financial advisor in Shelburne?

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.