Unclaimed Profile

Scott Anthony Beaudin

PATHWAY FINANCIAL ADVISORS, LLC·SOUTH BURLINGTON, Vermont

Clean recordPATHWAY FINANCIAL ADVISORS, LLC

2 MARKET STREET, SOUTH BURLINGTON, VT 05403CRD# 4694627Firm CRD# 124801

Profile Verification

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

Identity

Scott Anthony Beaudin · SOUTH BURLINGTON, VT

Registration

CRD #4694627 · PATHWAY FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Anthony Beaudin is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with PATHWAY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PATHWAY FINANCIAL ADVISORS, LLC

AUM

$783M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATHWAY FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4694627

Firm CRD# 124801

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Anthony Beaudin offer?

Scott Anthony Beaudin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.

What are Scott Anthony Beaudin's credentials?

Scott Anthony Beaudin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Anthony Beaudin located?

Scott Anthony Beaudin is based in SOUTH BURLINGTON, Vermont, working with PATHWAY FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.

How does Scott Anthony Beaudin charge for services?

Scott Anthony Beaudin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHWAY FINANCIAL ADVISORS, LLC?

PATHWAY FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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