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Scott Anthony Beaudin

Pathway Financial Advisors, LLC

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About Scott Anthony Beaudin

Scott Beaudin is a financial advisor with Pathway Financial Advisors, LLC. Scott has been in the industry since 2002 and is registered with the state of Vermont. He is a Certified Financial Planner and a Personal Financial Specialist. Scott provides financial planning and portfolio management services to individuals and businesses. Scott specializes in the areas of retirement planning, investment management, and insurance planning. The firm has offices in South Burlington, VT and Atlanta, GA.

Firm Information

Scott Beaudin is currently registered with Pathway Financial Advisors, LLC. Pathway Financial Advisors, LLC is an investment advisor headquartered in SOUTH BURLINGTON, VT. They manage $782,973,506 in assets for 912 accounts. The firm primarily serves high-net-worth individuals, with a focus on providing financial planning and portfolio management services. They also offer consulting services on matters not involving securities and portfolio management for businesses. They are registered with the SEC and have an SEC number of 801-64598.
Pathway Financial Advisors, LLC

2 MARKET STREET

SOUTH BURLINGTON, VT 05403

$782.97M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services on matters not involving securities

Consulting services on matters not involving securities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Beaudin’s Registration & Firm History

VT

09/26/2003 - Present

Pathway Financial Advisors, LLC (SOUTH BURLINGTON VT)

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Licenses & Designations

IA

Issued 08/01/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Anthony Beaudin.
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