Pathway Financial Advisors, LLC
Pathway Financial Advisors, LLC (CRD# 124801) is a financial advisory firm headquartered in South Burlington, VT. They manage $782,973,506 in 912 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management783MILLION
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Total Number of Accounts912ACCOUNTS
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Average Account Value$858,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, GA, MA, NH, NJ, NY, VT
Scott Beaudin (CRD# 4694627) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 20 years of experience in the finance industry.
Darren Beck (CRD# 2913386) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Michael Schell (CRD# 6941207) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 6 years of experience in the finance industry.
Jonathan Smith (CRD# 3128341) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 18 years of experience in the finance industry.
Mary Williams (CRD# 6580834) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 17 years of experience in the finance industry.