AdvisorOS Directory
Claim Profile
TW

Todd Alan Wulfson

ROCK POINT ADVISORS, LLC·BURLINGTON, Vermont
Unclaimed Profile
77 COLLEGE STREET, 4TH FLOOR, BURLINGTON, VT 05401-4014CRD# 2837408Firm CRD# 130825
01

About

Todd Alan Wulfson is a registered financial advisor based in BURLINGTON, Vermont, affiliated with ROCK POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROCK POINT ADVISORS, LLC
ROCK POINT ADVISORS, LLC
AUM
$527M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ROCK POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2837408
Firm CRD# 130825
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

Browse all registered financial advisors in BURLINGTON, Vermont or claim this profile if it's yours.

Browse BURLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Todd Alan Wulfson offer?
Todd Alan Wulfson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BURLINGTON, Vermont for a consultation.
What are Todd Alan Wulfson's credentials?
Todd Alan Wulfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Alan Wulfson located?
Todd Alan Wulfson is based in BURLINGTON, Vermont, working with ROCK POINT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Todd Alan Wulfson charge for services?
Todd Alan Wulfson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCK POINT ADVISORS, LLC?
ROCK POINT ADVISORS, LLC has approximately 9 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURLINGTON
James Joseph Burns — GSAM STABLE VALUE, LLCMatthew William Strobeck — BIRCHVIEW CAPITAL, LPBenjamin Grant Small — BIRCHVIEW CAPITAL, LPRichard Mccormick — BIRCHVIEW CAPITAL, LPJohn Kingston Dwight — DWIGHT ASSET MANAGEMENT COMPANY LLC
Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile