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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 76 through 100 of 306
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 Employer Name  Address sorted descendingCity  State Employees

 Morgan Stanley Wealth Mgmt    108th Ave NE # 1900    South Burlington    VT 10-19
 Carris David    Eastwood Dr # 400    South Burlington    VT 1-4
 Client Centered Financial    Dorset St # 14    South Burlington    VT 1-4
 Clute Wealth Management    Shelburne Rd # 202    South Burlington    VT 5-9
 UBS Financial Svc    Eastwood Dr # 400    South Burlington    VT 20-49
 L & M Financial Group    Shelburne Rd # E5    South Burlington    VT 5-9
 LPL Financial    Lupine Ln    South Burlington    VT 1-4
 Lajeunesse Gabriel Chr    Eastwood Dr # 400    South Burlington    VT 1-4
 Larrow Jared A, CFP    Hinesburg Rd # 203    South Burlington    VT 1-4
 Broadlake Financial Management    Swift St # 305    South Burlington    VT 5-9
 Callahan Neil    Eastwood Dr # 400    South Burlington    VT 1-4
 Edward Jones    Shelburne Rd # 4    Shelburne    VT 1-4
 M Kraus & Co    Shelburne Rd # 7C    Shelburne    VT 1-4
 Antoine Williams & Assoc Fncl    Shelburne Rd # 5    Shelburne    VT 1-4
 Groom Samuel    Merchants Row # 102    Rutland    VT 1-4
 Edward Jones    Woodstock Ave    Rutland    VT 1-4
 Edward Jones    N Main St # 207    Rutland    VT 1-4
 Edward Jones    S Main St # 7    Rutland    VT 1-4
 Finn Zerihune    S Main St    Rutland    VT 1-4
 Jones Margo    Merchants Row # 102    Rutland    VT 1-4
 Kelley Peter    Merchants Row # 102    Rutland    VT 1-4
 Smith George    Merchants Row    Rutland    VT 1-4
 Stedman Robert    Merchants Row    Rutland    VT 1-4
 Wells Fargo Advisors    N Main St # 208    Rutland    VT 10-19
 Morgan Stanley Wealth Mgmt    Merchants Row    Rutland    VT 10-19
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Vermont.gov State of Vermont Department of Labor