# PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC of SOUTH BURLINGTON, VT is an SEC-registered investment adviser.

## Registration

- CRD: 124801
- Type: SEC-registered investment adviser
- SEC file number: 801-64598
- Location: 725 COMMUNITY DRIVE, SUITE 402, SOUTH BURLINGTON, VT, 05403
- Phone: 802-660-7086
- Latest filing: 2026-07-31
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 11
- Accounts: 1,147

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Scott Anthony Beaudin | MANAGER (1/2018) & CHIEF COMPLIANCE OFFICER | — |
| Jonathan Jenness Smith | MEMBER | — |
| BEAUDIN SCOTT ANTHONY | MANAGER (1/2018) & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MILLER JAMES DONNAN | MEMBER | — |
| WALSH REBECCA K | MEMBER | — |
| SMITH JONATHAN JENNESS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124801/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124801/similar
- Related entities: https://search.stillhousedata.com/firm/124801/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124801

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.