Otto & Associates, Inc.

Otto & Associates, Inc. (CRD# 109493) is a financial advisory firm headquartered in Norwich, VT. They manage $194,454,861 in 579 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $335,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NC, NH, NY, TX, VT

Financial Advisors at Otto & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Susan O. Goodell
CRD#: 5895496
16 Beaver Meadow Road, Norwich, VT 05055

Susan Goodell (CRD# 5895496) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.

2
David W. Otto
CRD#: 4364736
289 Main St, Norwich, VT 05055

David Otto (CRD# 4364736) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.

3
Deborah L. Maher
CRD#: 7429053
16 Beaver Meadow Road, Norwich, VT 05055

Deborah Maher (CRD# 7429053) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.

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