AdvisorOS Directory
Claim Profile
Unclaimed Profile
MW

Matthew Perry Wootten

ADDISON ADVISORS LLC·MIDDLEBURY, Vermont
Series 7, Series 31, Series 66Clean record24 years registeredADDISON ADVISORS LLC
5 COURT STREET, MIDDLEBURY, VT 05753CRD# 4386014Firm CRD# 154744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Perry Wootten · MIDDLEBURY, VT
Registration
CRD #4386014 · ADDISON ADVISORS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

SILVER BIRCH FINANCIAL LLC
May 2026 – present
MARBLE TRAIL ADVISORS
Mar 2014 – present
ROCK POINT ADVISORS, LLC
Jun 2004 – Mar 2014
BURLINGTON, VT
MORGAN STANLEY
Aug 2001 – Jan 2003
BURLINGTON, VT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · August 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADDISON ADVISORS LLC
CRD 154744 · SEC 801-115308
AUM
$431M
Regulatory assets under management
Employees
9
1,161 client accounts
Services offered by ADDISON ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADDISON ADVISORS LLC →
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIDDLEBURY?

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

Browse MIDDLEBURY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Perry Wootten offer?
Matthew Perry Wootten specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURY, Vermont for a consultation.
What are Matthew Perry Wootten's credentials?
Matthew Perry Wootten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Perry Wootten located?
Matthew Perry Wootten is based in MIDDLEBURY, Vermont, working with ADDISON ADVISORS LLC. Their office serves clients in the MIDDLEBURY metropolitan area and surrounding communities.
How does Matthew Perry Wootten charge for services?
Matthew Perry Wootten's firm is compensated through percentage of aum, subscription fees, other: asset managemet fees received from other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADDISON ADVISORS LLC?
ADDISON ADVISORS LLC has approximately 9 employees and manages $431M 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 at ADDISON ADVISORS LLC

Donald Harvey Devost
MIDDLEBURY, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (28)MONTPELIER (28)SOUTH BURLINGTON (16)MANCHESTER (11)WILLISTON (8)NORWICH (7)BRATTLEBORO (5)WHITE RIVER JUNCTION (4)SHELBURNE (4)BENNINGTON (3)
City Guides
BURLINGTON GuideMONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideWILLISTON Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile