Best Investors Account Sign in
Inactive

Mary Beth Brigham

Pathway Financial Advisors, LLC

South Burlington, VT

CRD 6580834

Claim This Profile
Employer firm

Pathway Financial Advisors, LLC CRD 124801

$1.65B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES

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

Current Employers
Pathway Financial Advisors, Llc

725 Community Drive Suite 402, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2015-12-04
  • VT RA
    APPROVED
    Since 2015-12-04

Branch Locations

725 Community Drive Suite 402, South Burlington, VT 05403 • 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
OrganizationCityStateFromTo
Pathway Financial Advisors, Llc Burlington VT 07/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-08
  • S65 Uniform Investment Adviser Law Examination
    2006-12-08
Designations
  • Certified Financial Planner
Other Names
  • Mary E. Dostie
  • Mary E. Williams

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
FARROW FINANCIAL INC
KESTRA ADVISORY SERVICES, LLC

Nearby Investors

BENJAMIN SCOTT HADLEY
Cody Samuel Greene
JODY LEE WHITE

Nearby Offices

EAGLE STRATEGIES LLC · SOUTH BURLINGTON, VT
FARROW FINANCIAL INC · SOUTH BURLINGTON, VT
KESTRA ADVISORY SERVICES, LLC · SOUTH BURLINGTON, VT

More in South Burlington, VT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor