Marble Trail Advisors

Marble Trail Advisors (CRD# 154744) is a financial advisory firm headquartered in Middlebury, VT. They manage $431,057,209 in 1,161 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5 Court Street, Middlebury, VT 05753
http://www.marbletrail.com
By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    1,161
    ACCOUNTS
  • Average Account Value
    $371,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NY, VT

Financial Advisors at Marble Trail Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Donald Devost, financial advisor Middlebury VT
Donald H. Devost
CRD#: 5831328
5 Court Street, Middlebury, VT 05753

Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 13 years of experience in the finance industry.

2
Matthew Wootten, financial advisor Middlebury VT
Matthew P. Wootten
CRD#: 4386014
5 Court Street, Middlebury, VT 05753

Matthew Wootten (CRD# 4386014) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 22 years of experience in the finance industry.

3
Skylar Atkins, financial advisor Middlebury VT
Skylar G. Atkins
CRD#: 7376833
5 Court Street, Middlebury, VT 05753

Skylar Atkins (CRD# 7376833) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 3 years of experience in the finance industry.

4
Megan Mandigo, financial advisor Middlebury VT
Megan S. Mandigo
CRD#: 7586904
5 Court Street, Middlebury, VT 05753

Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.

5
Eileen McCaffrey, financial advisor Middlebury VT
Eileen L. McCaffrey
CRD#: 7492044
5 Court Street, Middlebury, VT 05753

Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, 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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