Financial ADVSR advisor directory · SEC adviser records
Pathway Financial Advisors, LLC financial advisors in South Burlington, VT
Every SEC-registered investment adviser representative at a Pathway Financial Advisors, LLC office in South Burlington, A to Z.
The short answer
4 registered advisors work at Pathway Financial Advisors, LLC in South Burlington, out of 5 at the firm nationwide; it ranks number 7 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Pathway Financial Advisors, LLC advisors in South Burlington, A to Z
Every Pathway Financial Advisors, LLC advisor →- Scott A. BeaudinCertified Financial Planner, Personal Financial Specialist
- Jordan V. MacdougallCertified Financial Planner
- Michael J. SchellCertified Financial Planner
- Jonathan J. SmithCertified Financial Planner
Pathway Financial Advisors, LLC advisors in every city and state →Pathway Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pathway Financial Advisors, LLC advisors in other cities
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 4Broadlake Financial Management 3Charles Schwab & Co., Inc. 3Commonwealth Financial Network 3Emg 3Quantum Leap Capital, LLC 3
Questions
How many financial advisors does Pathway Financial Advisors, LLC have in South Burlington?
4 investment adviser representatives are registered at Pathway Financial Advisors, LLC offices in South Burlington, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Pathway Financial Advisors, LLC one of the largest advisor employers in South Burlington?
Pathway Financial Advisors, LLC ranks number 7 in South Burlington by registered advisors; LPL Financial LLC has the most, with 10.
How do I check a Pathway Financial Advisors, LLC 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 Pathway Financial Advisors, LLC 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.