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PATHWAY FINANCIAL ADVISORS, LLC
CRD 124801 · SEC 801-64598
725 COMMUNITY DRIVE, SUITE 402, SOUTH BURLINGTON, VT, 05403, United States
Phone
802-660-7086
Fax
866-336-9578
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.65B
Discretionary AUM
$1.65B
Team
11 total employees; 7 advisory reps; 6 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $30.8M |
| High net worth individuals | 200 | $1.42B |
States served
VT, GA, MA, NJ, NY, NH, FL
All web addresses on file
- https://www.linkedin.com/in/alliemhardy/
- https://www.linkedin.com/in/ben-rinehart-cfa-phd-8b0a775/
- https://www.linkedin.com/in/jonathan-smith-cfp%c2%ae-28780a/
- https://www.linkedin.com/in/michaeljschell/
- HTTPS://WWW.PATHWAYADVISORS.COM
- https://www.linkedin.com/in/allyssakeoughstevens-a3b2374/
- https://www.linkedin.com/in/scott-beaudin-cpa-pfs-cfp%c2%ae-6a039340/
- https://www.linkedin.com/in/jordan-macdougall-10a018201/
- https://www.linkedin.com/in/darren-beck-cfp%C2%AE-7338251/
- https://www.linkedin.com/in/mary-williams-cfp%C2%AE-99023530b/
- https://www.linkedin.com/company/15932024/
- https://www.linkedin.com/in/lyndsie-kennett-071642152/
- https://www.linkedin.com/in/kaylee-wolfenbarger-839238199/
Official SEC filing: View on IAPD