Inactive

Matthew Perry Wootten

Silver Birch Financial LLC

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Current Employers

Silver Birch Financial Llc

Middlebury, VT • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2026-05-11

VT RA
APPROVED

Since 2026-05-11

Branch Locations

Middlebury, VT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Addison Advisors Llc Dba Marble Trail Advisors (154744)	Middlebury	VT	03/2014	Present
Silver Birch Financial, Llc	Brandon	VT	03/2026	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-06-25

S66 Uniform Combined State Law Examination

2001-06-25

Other Names

Matthew P Wootten

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

EQUITY SERVICES, INC.

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

Other Investors

JACOB ROBERT HAIGH

Robert Oliver Fjeld

George Joseph Mitchell

STUART DAVID STEVENS

Carrie Foster McDonnell

Skylar Gregory Atkins

Stephen Wendall Boyce

DONALD HARVEY DEVOST

Other Offices

CAPITAL CITIES INVESTMENTS · MIDDLEBURY, VT

CAPITAL CITIES INVESTMENTS · MIDDLEBURY, VT

ONE DAY IN JULY LLC · Middlebury, VT

AMERIPRISE FINANCIAL SERVICES, LLC · MIDDLEBURY, VT

CETERA INVESTMENT ADVISERS LLC · BRISTOL, VT

EDWARD JONES · VERGENNES, VT

ONE DAY IN JULY LLC · Vergennes, VT

EQUITY SERVICES, INC. · VERGENNES, VT

More in Middlebury, VT

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