Myron Sopher (CRD# 2716110) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has over 28 years of experience in the finance industry.
CRD# 1221155
Esi Financial Advisors
CRD# 2847135
Emg
CRD# 2932803
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intrack Investment Management, Inc. | South Burlington, VT | Dec 2015 - Current | 8 |
| Sopher Investment Management, Inc. | South Burlington, VT | Feb 1991 - Dec 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- MA
- NH
- VT
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$477,779
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, MA, ME, NH, NJ, NY, TX, VT
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