Pathway Financial Advisors, LLC

Overview

Pathway Financial Advisors, LLC is an SEC registered investment adviser based in South Burlington, VT, registered since 2005. It reports $1.6B in assets under management across 1,147 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

1,147

Average account

$1.4M

Employees

11

Advisory reps

6

Registered since

2005

Jurisdictions

9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Scott Anthony Beaudin Manager, Chief Compliance Officer CRD 4694627
• Jonathan Jenness Smith Member CRD 3128341

Advisory reps 3 of 6

• Scott Anthony Beaudin Investment Adviser Rep CRD 4694627
• Darren James Beck Investment Adviser Rep CRD 2913386
• Mary Beth Brigham Investment Adviser Rep CRD 6580834

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

725 Community Dr Ste 402
South Burlington, VT 05403

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: pathwayadvisors.com

Every state, with registration dates

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