Trg Investment Advisors, LLC

Trg Investment Advisors, LLC (CRD# 315629) is a financial advisory firm headquartered in Brattleboro, VT. They manage $912,966,295 in 519 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
48 Harris Place, Brattleboro, VT 05301
https://www.linkedin.com/in/mike-mandracchia-110162b9/
By the Numbers
  • Total Assets Under Management
    913
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $1,759,087
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, TX, VT

Financial Advisors at Trg Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven Burnett, financial advisor Brattleboro VT
Steven T. Burnett
CRD#: 4458946
48 Harris Place, Brattleboro, VT 05301

Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 20 years of experience in the finance industry.

2
Allisyn Lambert, financial advisor Brattleboro VT
Allisyn Lambert
CRD#: 6690564
48 Harris Place, Brattleboro, VT 05301

Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.

3
Michael Mandracchia, financial advisor Brattleboro VT
Michael A. Mandracchia
CRD#: 862751
48 Harris Place, Brattleboro, VT 05301

Michael Mandracchia (CRD# 862751) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 27 years of experience in the finance industry.

4
Benjamin Taggard, financial advisor Brattleboro VT
Benjamin W. Taggard
CRD#: 3107547
48 Harris Place, Brattleboro, VT 05301

Benjamin Taggard (CRD# 3107547) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 25 years of experience in the finance industry.

5
Tracey John, financial advisor Brattleboro VT
Tracey L. John
CRD#: 7670074
48 Harris Place, Brattleboro, VT 05301

Tracey John (CRD# 7670074) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has 1 year 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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