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PATHWAY FINANCIAL ADVISORS, LLC
PATHWAY FINANCIAL ADVISORS, LLC
SOUTH BURLINGTON, Vermont
·
4 registered advisors
·
CRD# 124801
SEC# 801-64598
1
802-660-7086
01
Firm Overview
AUM
$783M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PATHWAY FINANCIAL ADVISORS, LLC
4 registered advisors
James Donnan Miller
SOUTH BURLINGTON, Vermont
CRD# 4490590
Jonathan Jenness Smith
SOUTH BURLINGTON, Vermont
CRD# 3128341
Rebecca K Walsh
SOUTH BURLINGTON, Vermont
CRD# 5462343
Scott Anthony Beaudin
SOUTH BURLINGTON, Vermont
CRD# 4694627
05
Office Locations
SOUTH BURLINGTON, Vermont
4 advisors
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Data sourced from SEC Form ADV filings. PATHWAY FINANCIAL ADVISORS, LLC (CRD# 124801) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.