Emg

Emg (CRD# 116184) is a financial advisory firm headquartered in South Burlington, VT. They manage $36,000,000 in 510 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $70,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

MA, VT

Financial Advisors at Emg
Showing 1 - 3 of 3 top financial advisors.
1
Todd R. Toensing
CRD#: 1991943
1233 Shelburne Road, Suite C2a, South Burlington, VT 05403
96
Wealthminder
score

Todd Toensing (CRD# 1991943) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 27 years of experience in the finance industry. Todd Toensing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott D. Baldwin
CRD#: 2847135
1233 Shelburne Road, Suite C2a, South Burlington, VT 05403
93
Wealthminder
score

Scott Baldwin (CRD# 2847135) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 18 years of experience in the finance industry.

3
Burton J. Steen
CRD#: 1153577
1233 Shelburne Road, Suite C2a, South Burlington, VT 05403
87
Wealthminder
score

Burton Steen (CRD# 1153577) is an Investment Advisor Representative working at Emg in South Burlington, VT and has 1 year of experience in the finance industry.

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