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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 101 through 125 of 306
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sorted descendingEmployer Name  Address  City  State Employees

 Norris Greg, AGT    Main St    Quechee    VT 1-4
 Nma Financial    N Main St    St Albans    VT 10-19
 Nma Financial    Main St N    Wells River    VT 1-4
 National Financial Partners    Park St    Brandon    VT 5-9
 Myers Tax & Accounting Svc    Market Pl # 1    Essex Junction    VT 1-4
 Mutual Fund Strategist Ltd         Burlington    VT 1-4
 Morgan Stanley Wealth Mgmt    N Main St    St Albans    VT 1-4
 Morgan Stanley Wealth Mgmt    Westview Rd # 5    Colchester    VT 50-99
 Morgan Stanley Wealth Mgmt    Mountain Rd    Stowe    VT 1-4
 Morgan Stanley Wealth Mgmt    Merchants Row    Rutland    VT 10-19
 Morgan Stanley Wealth Mgmt    N Main St    Barre    VT 1-4
 Morgan Stanley Wealth Mgmt    108th Ave NE # 1900    South Burlington    VT 10-19
 Modern Woodmen of America    Walden Hill Rd    Danville    VT 1-4
 Modern Woodmen of America    Mount Pleasant St    St Johnsbury    VT 1-4
 Modern Woodmen of America    Scott Hwy    Groton    VT 1-4
 Modern Woodmen of America    Mountain View Ct    Wells    VT 20-49
 Milne Financial Planning    Hill St    Barre    VT 1-4
 Merrill Lynch Wealth Mgmt    Bonnet St    Manchester Ctr    VT 20-49
 Merrill Lynch Wealth Mgmt    Lake St    Burlington    VT 20-49
 Mcginn Mark R    W View Road 5th # Fl    Colchester    VT 1-4
 Mc Cormick Financial Svc    Church St # 205    Burlington    VT 1-4
 Mathon Michael J, CFP    Main St # C3    Manchester Ctr    VT 1-4
 Maple Capital Management    Stone Cutters Way # 202    Montpelier    VT 5-9
 Manchester Capital Mgmt LLC    Main St    Manchester    VT 10-19
 Manchester Capital Management    Main St # 320    Burlington    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