Best Investors Account Sign in
Inactive

Jackson Adrien Bargiello

Rock Point Advisors, LLC

Burlington, VT

CRD 8209393

Claim This Profile
Employer firm

Rock Point Advisors, LLC CRD 130825

$656M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Rock Point Advisors, Llc

77 College Street, 4Th Floor, Burlington, VT 05401-4014 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-01-08
  • VT RA
    APPROVED
    Since 2026-01-08

Branch Locations

77 College Street, 4Th Floor, Burlington, VT 05401-4014 • 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
Rock Point Advisors, Llc Burlington VT 01/2026 Present
Rock Point Advisors, Llc Burlington VT 06/2014 01/2026
Other Businesses

1) La Ruche Beauty LLC, Not investment related, 60 Knight Ln Ste 30 Williston VT 05495, Beauty Salon, Co-owner with wife, 1/1/2024 start date, 4 hours per month, 0 hours during trading day, I do the accounting for the business and collect rent from our chair renters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Burlington, VT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor