Vigilant Capital Management, LLC

Vigilant Capital Management, LLC (CRD# 119642) is a financial advisory firm headquartered in Portland, ME. They manage $675,016,545 in 701 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    675
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $962,934
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, MA, MD, ME, NH, NY, SC, TX, UT, VA, VT

Financial Advisors at Vigilant Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Lawrence A. Blaisdell
CRD#: 2592212
Two City Center, 4th Floor, Portland, ME 04101
96
Wealthminder
score

Lawrence Blaisdell (CRD# 2592212) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 22 years of experience in the finance industry. Lawrence Blaisdell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William F. Clifford
CRD#: 4134347
18 Congress Street, Suite 209, Portsmouth, NH 03801
96
Wealthminder
score

William Clifford (CRD# 4134347) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 16 years of experience in the finance industry. William Clifford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher C. Penfield
CRD#: 5498596
Two City Center, 4th Floor, Portland, ME 04101
96
Wealthminder
score

Christopher Penfield (CRD# 5498596) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 6 years of experience in the finance industry. Christopher Penfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Samuel H. Witherspoon
CRD#: 5549710
18 Congress Street, Suite 209, Portsmouth, NH 03801
96
Wealthminder
score

Samuel Witherspoon (CRD# 5549710) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.

5
Jeffrey F. Carlisle
CRD#: 4358891
18 Congress Street, Ste. 209, Portsmouth, NH 03801
93
Wealthminder
score

Jeffrey Carlisle (CRD# 4358891) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 15 years of experience in the finance industry.

6
Ann M. Mohammad
CRD#: 5588185
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Ann Mohammad (CRD# 5588185) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 8 years of experience in the finance industry.

7
Daniel M. Mulkern
CRD#: 2931455
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Daniel Mulkern (CRD# 2931455) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 15 years of experience in the finance industry.

8
Scott D. Sorensen
CRD#: 2267587
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Scott Sorensen (CRD# 2267587) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 25 years of experience in the finance industry.

9
Jean L. Trim
CRD#: 4703414
18 Congress Street, Ste. 209, Portsmouth, NH 03801
93
Wealthminder
score

Jean Trim (CRD# 4703414) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

10
Christopher H. Lyford
CRD#: 2614329
Two City Center, 4th Floor, Portland, ME 04101
90
Wealthminder
score

Christopher Lyford (CRD# 2614329) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.