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Collin Robert Fingon

Advisor at International Assets Investment Management, LLC — Rutland, VT

Updated today

Credentials

Series 66

Experience

22 years

Location

Rutland, VT

International Assets Investment Management, LLC logo

International Assets Investment Management, LLC

Multi-team

Total advisors

102

Across 78 offices

Clients per advisor

58 Typical

Avg AUM per client

$423,553 Low

HNW client ratio

35% High

About

Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advisory work, Fingon is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the Rutland Town School Board as well as the Lake Bomoseen Preservation Trust board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a network of independent advisers. The firm offers customized portfolio management and financial planning, often integrating third-party managers and focusing on long-term strategies using various asset classes.

Client services

Based on International Assets Investment Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on International Assets Investment Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on International Assets Investment Management, LLC

Founder/Business Owner

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Fee options

Fixed

Negotiated fixed fees for financial planning engagements based on expected hours

Percentage

$0+: Up to 3.00% annually (negotiable, customized fees) $50,000+: Fee related to retirement plan advisory fees up to 3.00% annually (negotiable)

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Fee-only for Wrap Fee Programs via third parties (RBC Advisor, RBC Unified Portfolio, RBC Consulting Services)

Location

See office

Rutland, VT

Rutland VT

Advisors at this office

1

Most active in

Vermont

Work history

22 years of industry experience

International Assets Investments Management LLC

2024 - Present • 2 years

Orlando, FL

Global Assets Advisory LLC

2024 - Present • 2 years

Orlando, FL

Cetera

2024 - 2024 • 1 year

Schaumburg, IL

118 Merchants, LLC dba Brix Wine Bar

2016 - Present • 10 years

Rutland, VT

Bright Futures Wealth Management, LLC

2016 - 2024 • 8 years

Rochester, NY

Cetera Advisors LLC

2013 - 2024 • 11 years

Denver, CO

Bright Futures Wealth Management, LLC

2011 - 2024 • 13 years

Rutland, VT

Grove Point Investments, LLC

2010 - 2011 • 1 year

Securian Financial Services, Inc.

2004 - 2008 • 4 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting
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Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
user avatar

Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
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Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Founder/Business Owner
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Jesse B

CFP®, Series 66

Stockbridge, VT

Flagship Harbor Advisors, LLC

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
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Brooke S

Series 66

Rutland, VT

Private Advisor Group, LLC

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Private Advisor Group, she held roles at LPL Financial and worked in various positions including at O'Brien Shortle Reynolds & Sabotka, PC, and Blossom 'N More Florist. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model combining client goal assessment with access to both proprietary and third-party investment solutions.

Annuities Founder/Business Owner
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