AdvisorOS Directory
Claim Profile
Unclaimed Profile
BT

Brandon David Tieso

INTRACK INVESTMENT MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont
Clean recordINTRACK INVESTMENT MANAGEMENT, INC.
1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403CRD# 7852300Firm CRD# 106450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon David Tieso · SOUTH BURLINGTON, VT
Registration
CRD #7852300 · INTRACK INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon David Tieso is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with INTRACK INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Brandon

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

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

03

Firm Overview

Firm
INTRACK INVESTMENT MANAGEMENT, INC.
INTRACK INVESTMENT MANAGEMENT, INC.
AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INTRACK INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: NEGOTIATED FEE STRUCTURE
Regulatory
SEC/IARD CRD# 7852300
Firm CRD# 106450
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BURLINGTON?

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

Browse SOUTH BURLINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brandon David Tieso offer?
Brandon David Tieso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Brandon David Tieso's credentials?
Brandon David Tieso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon David Tieso located?
Brandon David Tieso is based in SOUTH BURLINGTON, Vermont, working with INTRACK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Brandon David Tieso charge for services?
Brandon David Tieso's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: negotiated fee structure. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRACK INVESTMENT MANAGEMENT, INC.?
INTRACK INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $264M 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 INTRACK INVESTMENT MANAGEMENT, INC.

Myron R Sopher
SOUTH BURLINGTON, VT
Lenore Salemme Sopher
SOUTH BURLINGTON, VT
Matthew D. Johnson
SOUTH BURLINGTON, VT

More Advisors in SOUTH BURLINGTON, Vermont

Andrew David Murphy
ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, VT
Gregory Guy Bourgea
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
James L Donohue
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
Michael Steven Keller
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
Graham Voigt
VOIGT CAPITAL MANAGEMENT, LLC·SOUTH BURLINGTON, VT
Joseph Matthew Diebold
ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)ESSEX JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile