PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC of SOUTH BURLINGTON, VT is an SEC-registered investment adviser (CRD 124801). Regulatory assets under management: $1.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (6)

NameRoleLocation
Scott Anthony BeaudinMANAGER (1/2018) & CHIEF COMPLIANCE OFFICER
Jonathan Jenness SmithMEMBER
BEAUDIN SCOTT ANTHONYMANAGER (1/2018) & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
MILLER JAMES DONNANMEMBER
WALSH REBECCA KMEMBER
SMITH JONATHAN JENNESSMEMBER

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