Prentiss Smith & Company, Inc.

Prentiss Smith & Company, Inc. (CRD# 110928) is a financial advisory firm headquartered in Brattleboro, VT. They manage $396,502,920 in 562 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $705,521
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CT, FL, MA, MD, ME, NC, NE, NH, NY, OH, PA, RI, TX, VT, WA

Financial Advisors at Prentiss Smith & Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Laurie Barrett
CRD#: 5488930
38 Park Place, Brattleboro, VT 05301
93
Wealthminder
score

Laurie Barrett (CRD# 5488930) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 8 years of experience in the finance industry.

2
Penelope J. Kaufman
CRD#: 1922598
38 Park Place, Brattleboro, VT 05301
93
Wealthminder
score

Penelope Kaufman (CRD# 1922598) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 9 years of experience in the finance industry.

3
Prentiss C. Smith
CRD#: 867702
950 Western Avenue, Brattleboro, VT 05301
93
Wealthminder
score

Prentiss Smith (CRD# 867702) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 22 years of experience in the finance industry.

4
Prentiss R. Smith
CRD#: 5033193
38 Park Place, Brattleboro, VT 05301
93
Wealthminder
score

Prentiss Smith (CRD# 5033193) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 13 years of experience in the finance industry.

5
Gertrude M. Walker
CRD#: 1761847
45 Walnut Street, Brattleboro, VT 05301
93
Wealthminder
score

Gertrude Walker (CRD# 1761847) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 29 years of experience in the finance industry.

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