Essex Junction, VT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$39,707,639,014
ClientsTotal clients
48,809
AdvisorsAdvisors at this office
2
Of 603 advisors across 248 offices
Location
20 Main Street
Essex Junction VT 05452
Advisors at this office
2
Advisors at this office
John M
Series 63, Series 66
Essex Junction, VT
NEwEdge Advisors
John Morlock is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TIAA-CREF for 16 years before joining NewEdge Advisors in 2025. Outside of his advisory role, he assists his son as CFO of a property maintenance and landscaping company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.
Chad F
Series 63, Series 66
Essex Junction, VT
NEwEdge Advisors
Chad Fitzpatrick is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2013. Outside of his advisory role, he is a licensed life and health insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.
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