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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in So Burlington, VT

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

The short answer

1 registered advisors work in So Burlington; the most are at Eagle Strategies LLC (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in So Burlington

FirmAdvisors in So Burlington
Eagle Strategies LLC1

Advisors in So Burlington, A to Z

CFP advisors in So Burlington →
  • Mary E. CapparucciniEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant

Other cities in Vermont

All of Vermont →

Colchester 119Burlington 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 So Burlington, VT?

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

Which firm has the most financial advisors in So Burlington?

Eagle Strategies LLC, with 1 registered advisors in So Burlington.

How do I check a financial advisor in So Burlington?

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.