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State:  Vermont
County:  All counties
Industry: Portfolio Management and Investment Advice (naics 523940)
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.
306 employers found

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Employers 1 through 25 of 306
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 Employer Name  Address  City  State sorted descendingEmployees

 Morgan Stanley Wealth Mgmt    Westview Rd # 5    Colchester    VT 50-99
 Wells Fargo Advisors    Battery St # 300    Burlington    VT 20-49
 Merrill Lynch Wealth Mgmt    Lake St    Burlington    VT 20-49
 Modern Woodmen of America    Mountain View Ct    Wells    VT 20-49
 Merrill Lynch Wealth Mgmt    Bonnet St    Manchester Ctr    VT 20-49
 UBS Financial Svc    Eastwood Dr # 400    South Burlington    VT 20-49
 KDP Investment Advisors Inc    Elm St    Montpelier    VT 20-49
 UBS Financial Svc    Merchants Row # 102    Rutland    VT 20-49
 Morgan Stanley Wealth Mgmt    108th Ave NE # 1900    South Burlington    VT 10-19
 Hanson & Doremus Invstmnt Mgmt    Pine St # 302    Burlington    VT 10-19
 Nma Financial    N Main St    St Albans    VT 10-19
 Prentiss Smith & Co Inc    Main St # 4B    Burlington    VT 10-19
 Primerica    Park Pl    Brattleboro    VT 10-19
 Morgan Stanley Wealth Mgmt    Merchants Row    Rutland    VT 10-19
 Pathway Financial Advisors LLC    Market St    South Burlington    VT 10-19
 Champlain Investment Partners    Battery St    Burlington    VT 10-19
 Primerica    Holiday Dr    White River Jct    VT 10-19
 Wells Fargo Advisors    N Main St # 208    Rutland    VT 10-19
 Manchester Capital Mgmt LLC    Main St    Manchester    VT 10-19
 Raymond James    Main St # 400    Burlington    VT 10-19
 Rock Point Advisors    College St # 3B    Burlington    VT 5-9
 Sentinel Financial Svc Co    National Life Dr    Montpelier    VT 5-9
 Charles Schwab    Bank St # 540    Burlington    VT 5-9
 Silverlake Wealth Mgmt LLC    Blair Park Rd # 100    Williston    VT 5-9
 Teucrium Trading LLC    Hidden Lake Rd    Brattleboro    VT 5-9
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Go to Data Axle Business information is provided by Data Axle, Omaha, NE, 866-DATAXLE (866-328-2953), © 2024, All Rights Reserved. To request a change or addition, please contact Data Axle at employer.database@data-axle.com or visit local-listings.data-axle.com/search. Business information is licensed to the Vermont Department of Labor for career exploration, job search assistance, job development efforts, and related American Job Center services. All other uses require the prior authorization of the Vermont Department of Labor. Vermont Department of Labor does not validate this information and makes no guarantees as to its accuracy.
 
 
 
 
Vermont.gov State of Vermont Department of Labor