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Myron R Sopher

Intrack Investment Management, Inc.

South Burlington, VT

CRD 2716110

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Employer firm

Intrack Investment Management, Inc. CRD 106450

$276M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING-INCIDENTIAL ONLY

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

Current Employers
Intrack Investment Management, Inc.

1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-12-18
NH RA APPROVED 2018-02-08
VT RA APPROVED 1995-02-16
  • MA RA
    APPROVED
    Since 2018-12-18
  • NH RA
    APPROVED
    Since 2018-02-08
  • VT RA
    APPROVED
    Since 1995-02-16

Branch Locations

1233 Shelburne Road, Suite D6B Same As 1, 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
Intrack Investment Management, Inc South Burlington VT 12/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-06
  • S65 Uniform Investment Adviser Law Examination
    1996-02-06
Other Names
  • Myron Sopher

View on SEC IAPD

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