Denise Dalton, financial advisor Shelburne VT
93 score

Denise Dalton

CRD Number: 4629516
Current Firm: M.kraus & Company

Denise Dalton (CRD# 4629516) is an Investment Advisor Representative working at M.kraus & Company in Shelburne, VT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
M. Kraus & Company South Burlington, VT Sep 1996 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Denise M. Dalton
Phone Number: 802-985-2620
Firm Website: http://www.mkrausco.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $712,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NH, NJ, NY, TX, VT

Ready to hire a financial advisor? Get competitive proposals from Denise Dalton and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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