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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Broadlake Financial Management financial advisors in South Burlington, VT

Every SEC-registered investment adviser representative at a Broadlake Financial Management office in South Burlington, A to Z.

The short answer

3 registered advisors work at Broadlake Financial Management in South Burlington, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Broadlake Financial Management advisors in South Burlington, A to Z

Every Broadlake Financial Management advisor →

Broadlake Financial Management advisors in every city and state →Broadlake Financial Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Broadlake Financial Management advisors in other cities

S Burlington, VT 1

Other firms in South Burlington

All South Burlington advisors →

LPL Financial LLC 10Ameriprise Financial Services, LLC 6UBS Financial Services Inc. 6Edward Jones 4Intrack Investment Management, Inc. 4Kestra Advisory Services, LLC 4Pathway Financial Advisors, LLC 4Charles Schwab & Co., Inc. 3Commonwealth Financial Network 3Emg 3Quantum Leap Capital, LLC 3

Questions

How many financial advisors does Broadlake Financial Management have in South Burlington?

3 investment adviser representatives are registered at Broadlake Financial Management offices in South Burlington, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Broadlake Financial Management one of the largest advisor employers in South Burlington?

Broadlake Financial Management ranks number 8 in South Burlington by registered advisors; LPL Financial LLC has the most, with 10.

How do I check a Broadlake Financial Management advisor in South Burlington?

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 Broadlake Financial Management 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.