Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wilmington, VT
Every SEC-registered investment adviser representative at a firm office in Wilmington, with the firms that employ the most of them.
4 registered advisors work in Wilmington; the most are at Eagle Strategies LLC (1). 1 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Wilmington
| Firm | Advisors in Wilmington |
|---|---|
| Eagle Strategies LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| UBS Financial Services Inc. news | 1 |
| Wealth Enhancement Advisory Services, LLC news | 1 |
Advisors in Wilmington, A to Z
CFP advisors in Wilmington →- Steven W. FenyvesOsaic Wealth, Inc. · Certified Financial Planner
- Scott T. SalwayEagle Strategies LLC
- Patricia Sanchez-MarinUBS Financial Services Inc.
- Patricia E. SmallWealth Enhancement Advisory Services, LLC · Personal Financial Specialist
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 Wilmington, VT?
4 investment adviser representatives are registered at firm offices in Wilmington, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Wilmington?
Eagle Strategies LLC, with 1 registered advisors in Wilmington, followed by Osaic Wealth, Inc. with 1.
How do I check a financial advisor in Wilmington?
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.