Marble Trail Advisors
Marble Trail Advisors (CRD# 154744) is a financial advisory firm headquartered in Middlebury, VT. They manage $431,057,209 in 1,161 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management431MILLION
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Total Number of Accounts1,161ACCOUNTS
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Average Account Value$371,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, NY, VT
Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 13 years of experience in the finance industry.
Matthew Wootten (CRD# 4386014) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 22 years of experience in the finance industry.
Skylar Atkins (CRD# 7376833) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 3 years of experience in the finance industry.
Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.