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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 sorted ascendingState Employees

 Lory Adam    S Main St # 6    Stowe    VT 1-4
 Morgan Stanley Wealth Mgmt    Mountain Rd    Stowe    VT 1-4
 Maple Capital Management    Stone Cutters Way # 202    Montpelier    VT 5-9
 Anderson Jessica    Merchants Row # 102    Rutland    VT 1-4
 Northeast Planning Assoc    S Main St    Northfield    VT Unknown
 Northeast Planning Assoc    Route 12A    Northfield    VT 1-4
 Landry Jonathan, CFP    Lake St    Burlington    VT 1-4
 O'Brien Timothy    Eastwood Dr # 400    South Burlington    VT 1-4
 Cieplicki Kevin    Westview Rd # 5    Colchester    VT 1-4
 Corey Hevrin Fncl Advisor    Mountain View Dr # 200    Colchester    VT 1-4
 Dannies Jeff    Westview Rd # 5    Colchester    VT 1-4
 Raymond James    US Route 4    Mendon    VT 1-4
 Wells Fargo Advisors    Battery St # 300    Burlington    VT 20-49
 Wheel Kyle    Lake St    Burlington    VT 1-4
 Voya Financial    Paine Tpke N    Berlin    VT 1-4
 Ams Management    Beech St    Essex Junction    VT 1-4
 Lion & Panther Financial Group    N Main St # 206    Rutland    VT 1-4
 Edward Jones    Depot St # 1E    Lyndonville    VT 1-4
 Edward Jones    Main St    Lyndonville    VT 1-4
 Great-West Retirement Svc    Deer Run Ln    Lyndonville    VT 1-4
 Edward Jones    Community Dr # B    Derby    VT 1-4
 Russell Tiffany R    Community Dr    Derby    VT 1-4
 Wolfe Nathan    N Main St # 1    St Albans    VT 1-4
 World Group Securities Inc    Lake St    St Albans    VT 1-4
 Yankee Farm Credit Aca    Upper Welden St    St Albans    VT 5-9
  1      2     3     4     5     6     7     8     9     10     11     12     13     Next
 
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Vermont.gov State of Vermont Department of Labor