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Eileen Lela Mccaffrey

Marble Trail Advisors

Middlebury, VT

CRD 7492044

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Employer firm

Marble Trail Advisors CRD 154744

$583M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Marble Trail Advisors

88 Main Street, Middlebury, VT 05753 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-01-03
VT RA APPROVED 2022-01-18
  • ME RA
    APPROVED
    Since 2025-01-03
  • VT RA
    APPROVED
    Since 2022-01-18

Branch Locations

88 Main Street, Middlebury, VT 05753 • 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
Marble Trail Advisors Middlebury VT 01/2022 Present
Fothergill, Segal & Valley Cpa's Montpelier VT 11/2004 12/2021
  • 01/2022 → Present
    Marble Trail Advisors
    Middlebury, VT
  • 11/2004 → 12/2021
    Fothergill, Segal & Valley Cpa's
    Montpelier, VT
Designations
  • Certified Financial Planner
Other Names
  • Lela Mccaffrey
  • Eileen Virginia Mccaffrey

View on SEC IAPD

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