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Beth Ann Wilson

Poulos Advisors, Inc.

South Burlington, VT

CRD 5847933

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Employer firm

Poulos Advisors, Inc. CRD 141905

$150M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Poulos Advisors, Inc.

1233 Shelburne Road C-4, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-01-07
  • VT RA
    APPROVED
    Since 2026-01-07

Branch Locations

1233 Shelburne Road C-4, 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
Poulos Advisors, Inc. South Burlington VT 09/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-20
  • S65 Uniform Investment Adviser Law Examination
    2010-09-20
Other Names
  • Beth Ann Bergeron

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

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