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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 251 through 275 of 306
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sorted ascendingEmployer Name  Address  City  State Employees

 Rock Point Advisors    College St # 3B    Burlington    VT 5-9
 Roseworks    Kilburn St # 309    Burlington    VT 1-4
 Royal Alliance Assoc Inc    Sugar Hill Rd    East Wallingford    VT 1-4
 Rudd Alice    Westview Rd # 5    Colchester    VT 1-4
 Russell Tiffany R    Community Dr    Derby    VT 1-4
 Sapphire Wealth Management    Kilburn St    Burlington    VT 1-4
 Schwartz Chet, CFP    Pine St    Burlington    VT 1-4
 Secure Financial Svc Inc    River Rd    Essex Junction    VT 1-4
 Sentinel Financial Svc Co    National Life Dr    Montpelier    VT 5-9
 Sequist Tom T    Westview Rd # 5THFL    Colchester    VT 1-4
 Shaftsbury Insurance    Northside Dr # A    Bennington    VT 1-4
 Sharpe James    Lake St    Burlington    VT 1-4
 Shea Robert    Westview Rd # 5    Colchester    VT 1-4
 Shepard Suzanne M    Westview Rd # 5    Colchester    VT 1-4
 Shepherd Financial Svc    Pearl St    Essex Junction    VT 1-4
 Sherlock Investment Mgmt Inc    Linden St    Brattleboro    VT 1-4
 Silverlake Wealth Mgmt LLC    Blair Park Rd # 100    Williston    VT 5-9
 Simmons Financial Partners    School St    Bennington    VT 1-4
 Smith George    Merchants Row    Rutland    VT 1-4
 Smith Matthew C    Westview Rd # 5    Colchester    VT 1-4
 Sri World Group Inc    High St # 3    Brattleboro    VT 1-4
 Stage 2 Planning    Shelburne Rd # E6    South Burlington    VT 1-4
 Stedman Robert    Merchants Row    Rutland    VT 1-4
 Stock Investment Mgmt Inc    Main St    Manchester    VT 1-4
 Stotz Timothy    Westview Rd # 5    Colchester    VT 1-4
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Vermont.gov State of Vermont Department of Labor