Addison Advisors LLC

Addison Advisors LLC (CRD# 154744) is a financial advisory firm headquartered in Middlebury, VT. They manage $46,718,176 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $193,050
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, VT

Financial Advisors at Addison Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donald H. Devost
CRD#: 5831328
111 Maple Street, Middlebury, VT 05753
93
Wealthminder
score

Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Addison Advisors LLC in Middlebury, VT and has over 6 years of experience in the finance industry.

2
Matthew P. Wootten
CRD#: 4386014
111 Maple Street, Middlebury, VT 05753
93
Wealthminder
score

Matthew Wootten (CRD# 4386014) is an Investment Advisor Representative working at Addison Advisors LLC in Middlebury, VT and has over 15 years of experience in the finance industry.

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