Unclaimed Profile

Steven Lawrence Killoran

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont

Series 6, Series 7, Series 26, Series 63, Series 65Clean record14 years registeredMAPLE CAPITAL MANAGEMENT, INC.

535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 2030339Firm CRD# 130209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Lawrence Killoran · MONTPELIER, VT

Registration

CRD #2030339 · MAPLE CAPITAL MANAGEMENT, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MAPLE CAPITAL MANAGEMENT, INC.

MAPLE CAPITAL MANAGEMENT, INC.

Feb 2012 – Jan 2025

MONTPELIER, VT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 22, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAPLE CAPITAL MANAGEMENT, INC.

CRD 130209 · SEC 801-62783

AUM

$1.7B

Regulatory assets under management

Employees

2,649 client accounts

Services offered by MAPLE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 MAPLE CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Steven

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

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

Looking for a financial advisor in MONTPELIER?

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

Browse MONTPELIER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Lawrence Killoran offer?

Steven Lawrence Killoran specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Lawrence Killoran's credentials?

Steven Lawrence Killoran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Lawrence Killoran located?

Steven Lawrence Killoran is based in MONTPELIER, Vermont, last registered with MAPLE CAPITAL MANAGEMENT, INC..

How does Steven Lawrence Killoran charge for services?

Steven Lawrence Killoran's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAPLE CAPITAL MANAGEMENT, INC.?

MAPLE CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $1.7B 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 →