Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
4 years
Location
Newfane, VT
Mass Mutual Investors Services
Institution
Christopher Wilson is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at MassMutual and Enterprise Holdings, as well as a brief period managing an eBay account buying and selling sports memorabilia. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs, including educational seminars and event-driven planning such as divorce and estate settlement.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
Newfane, VT
Newfane VT
Advisors at this office
1
Vermont
4 years of industry experience
Mass Mutual Investors Services
2021 - Present • 5 years
Springfield, MA
MassMutual
2020 - Present • 6 years
Springfield, MA
Enterprise Holdings
2018 - 2020 • 2 years
White River Junction, VT
Full time Education
2017 - 2018 • 1 year
Smithfield, RI
Newfane Greenhouse and Nursery
2017 - 2017 • 1 year
Newfane, VT
Full Time Student
2016 - 2017 • 1 year
Smithfield, RI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.
Series 65
Walpole, NH
Best Life Infinity, LLC
Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.
Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.
CFA®
Brattleboro, VT
Prentiss Smith & Company, Inc.
Frederick Brubaker Jr. is a CFA® charterholder with four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis and placing emphasis on capital preservation.
Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Prentiss Smith is a financial advisor with Prentiss Smith & Company, Inc. in Brattleboro, Vermont. He holds a Series 65 designation and has 13 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation alongside appreciation.
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