Matthew Perry Wootten

Employer firm

Silver Birch Financial LLC CRD 341785

$399M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Addison Advisors Llc Dba Marble Trail Advisors (154744)
  Middlebury, VT
• 03/2026 → Present
  Silver Birch Financial, Llc
  Brandon, VT

Previous Registrations

• 2014-03-19 → 2026-07-07
  Marble Trail Advisors
  Middlebury, VT
• 2004-06-18 → 2014-03-12
  Rock Point Advisors, Llc
  Burlington, VT
  Burlington, VT
• 2001-08-31 → 2003-01-31
  Morgan Stanley Dw Inc.
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2001-06-25

Other Names

• Matthew P Wootten