Pathway Financial Advisors, LLC

Pathway Financial Advisors, LLC (CRD# 124801) is a financial advisory firm headquartered in South Burlington, VT. They manage $782,973,506 in 912 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2 Market Street, South Burlington, VT 05403
https://www.linkedin.com/company/15932024/
By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $858,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MA, NH, NJ, NY, VT

Financial Advisors at Pathway Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Scott Beaudin, financial advisor South Burlington VT
Scott A. Beaudin
CRD#: 4694627
2 Market Street, South Burlington, VT 05403

Scott Beaudin (CRD# 4694627) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 20 years of experience in the finance industry.

2
Darren Beck, financial advisor Atlanta GA
Darren J. Beck
CRD#: 2913386
2000 Riveredge Pkwy, Ste 640, Atlanta, GA 30328

Darren Beck (CRD# 2913386) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

3
Michael Schell, financial advisor South Burlington VT
Michael J. Schell
CRD#: 6941207
2 Market Street, South Burlington, VT 05403

Michael Schell (CRD# 6941207) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 6 years of experience in the finance industry.

4
Jonathan Smith, financial advisor South Burlington VT
Jonathan J. Smith
CRD#: 3128341
2 Market Street, South Burlington, VT 05403

Jonathan Smith (CRD# 3128341) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 18 years of experience in the finance industry.

5
Mary Williams, financial advisor South Burlington VT
Mary E. Williams
CRD#: 6580834
2 Market Street, South Burlington, VT 05403

Mary Williams (CRD# 6580834) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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