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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 126 through 150 of 306
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 Employer Name  Address  City sorted ascendingState Employees

 Pelkey Dean J    Westview Rd # 5    Colchester    VT 1-4
 Pelkey Meg    Westview Rd # 5    Colchester    VT 1-4
 Perkinson Alysia R    Westview Rd # 5THFL    Colchester    VT 1-4
 Craig Capital Corp    S Willard St    Burlington    VT 1-4
 Stock Investment Mgmt Inc    Main St    Manchester    VT 1-4
 Berkshire Bank Wealth Mgmt    Richville Rd    Manchester Ctr    VT 1-4
 Dunn Patrick, AGT    Grove St    Brandon    VT 1-4
 Prosperity Wealth Management    Heather Ln    Rutland    VT 1-4
 Prentiss Smith & Co Inc    Main St # 4B    Burlington    VT 10-19
 Professional Financial Assoc    Shelburne Rd    Burlington    VT 1-4
 Twombly Wealth Mgmt Group Inc    Western Ave # 1    Brattleboro    VT 1-4
 Stage 2 Planning    Shelburne Rd # E6    South Burlington    VT 1-4
 James D Cohen Fncl Advisor    Blair Park Rd # 103B    Williston    VT 1-4
 LPL Financial    Weathersfield Bow    Essex Junction    VT 1-4
 Summit Wealth Group LLC    Billings Farm Rd # 2A    White River Jct    VT 5-9
 Tracy Community Housing GP Inc    Holiday Dr # 20    White River Jct    VT 5-9
 Nma Financial    N Main St    St Albans    VT 10-19
 Northeast Financial    Bank St    St Albans    VT 1-4
 Northern Mountain Assoc    N Main St    St Albans    VT 1-4
 Raymond James    Mountain View Dr # 200    Colchester    VT 1-4
 Rudd Alice    Westview Rd # 5    Colchester    VT 1-4
 Sequist Tom T    Westview Rd # 5THFL    Colchester    VT 1-4
 Shea Robert    Westview Rd # 5    Colchester    VT 1-4
 Shepard Suzanne M    Westview Rd # 5    Colchester    VT 1-4
 Smith Matthew C    Westview Rd # 5    Colchester    VT 1-4
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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