Financial advisors in Colchester, VT

136 match · page 2 of 5

Christine Costas-Morrissey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Dubie
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Economou
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Quintin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Saras
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Colleen Tremblay
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Connor Duffy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Damon Kinzie
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Daniel Coppens
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Daniel Streeter
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Danielle Bower
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Danielle Hogan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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David Mysliwiec
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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David Wilkins
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Dean Pelkey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Elliot Gray
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Emily Lee
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Erin Carroll
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gabriel Jewula
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Gail Whitehouse
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gilles Owen
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Grady Wimble
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gregory Kausch
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Gregory Lemieux
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Hank Elitzer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Heather Lemon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Canavan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Cohen
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Jason Dubois
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jason McFaul
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Colchester, VT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Colchester, VT.

How this list works

Before you hire an advisor in Colchester, VT