Financial ADVSR advisor directory · SEC adviser records
M. Kraus & Company financial advisors in Shelburne, VT
Every SEC-registered investment adviser representative at a M. Kraus & Company office in Shelburne, A to Z.
The short answer
5 registered advisors work at M. Kraus & Company in Shelburne, out of 5 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
M. Kraus & Company advisors in Shelburne, A to Z
Every M. Kraus & Company advisor →- Christopher M. CapanoInvestment adviser rep
- Denise M. DaltonInvestment adviser rep
- Aileen J. KrausChartered Financial Analyst
- Katherine H. StillInvestment adviser rep
- Travis B. UngerInvestment adviser rep
M. Kraus & Company advisors in every city and state →M. Kraus & Company: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many financial advisors does M. Kraus & Company have in Shelburne?
5 investment adviser representatives are registered at M. Kraus & Company offices in Shelburne, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is M. Kraus & Company one of the largest advisor employers in Shelburne?
M. Kraus & Company ranks number 1 in Shelburne by registered advisors, ahead of every other firm.
How do I check a M. Kraus & Company advisor in Shelburne?
Each advisor below links to a profile with their registrations, exams, designations 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 M. Kraus & Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.