Pathway Financial Advisors LLC
Legal Name: PATHWAY FINANCIAL ADVISORS, LLC
Full Contact Details
Pathway Financial Advisors LLC
2 MARKET STREET, SOUTH BURLINGTON, VT
802-660-7086
866-336-9578
Other Info
Pathway Financial Advisors LLC is a Vermont Limited Liability Company with 9 employees, including 5 advisory staff. Although the number of clients is unknown, they have been approved by the SEC, with a registration date of August 15, 2005.
Pathway Financial Advisors | Fee-Only Financial Planning | Wealth Management
Pathway Financial Advisors is an independent, fee-only wealth management firm serving individuals and families from our offices in Vermont and Georgia.
Direct Owners
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JAMES DONNAN MILLER
MEMBER owns more than 10% but less than 25%
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REBECCA K WALSH
MEMBER owns more than 10% but less than 25%
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SCOTT ANTHONY BEAUDIN
MANAGER (1/2018) & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%