EM
CFP
EM
CFP

Eileen Lela Mccaffrey

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
339 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$490.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

5 Court Street, Middlebury, VT, 05753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Marble Trail Advisors
January 2022 - Present · 4 yrs 1 mo
State Registrations2 states
MEVT
Advisor
Exams
No exam information available for this advisor.