Eileen L. Mccaffrey

MARBLE TRAIL ADVISORS

MIDDLEBURY, VT 05753

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CRD#: 7492044

Professional summary

Eileen Lela Mccaffrey, CFP®, who also goes by Eileen VIrginia Mccaffrey, Lela Mccaffrey, is a registered financial advisor currently at MARBLE TRAIL ADVISORS located in Middlebury, Vermont.

Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eileen has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eileen Virginia Mccaffrey | Lela Mccaffrey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Lela Mccaffrey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 18, 2022 - Present

MARBLE TRAIL ADVISORS

Office #1: 88 Main Street, Middlebury, VT 05753

RIA

CRD#: 154744

MIDDLEBURY, VT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARBLE TRAIL ADVISORS

ADDISON ADVISORS LLC | MARBLE TRAIL ADVISORS

CRD#: 154744 / SEC#: 801-115308

RIA

Registered Investment Advisory firm - (5/21/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (5/29/2019 Terminated)

Vermont

Registered Investment Advisory firm - (11/4/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(1/3/2025)

IAR

Vermont
(1/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MARBLE TRAIL ADVISORS

ADDISON ADVISORS LLC | MARBLE TRAIL ADVISORS

CRD#: 154744 / SEC#: 801-115308

RIA

Registered Investment Advisory firm - (5/21/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (5/29/2019 Terminated)

Vermont

Registered Investment Advisory firm - (11/4/2019 Terminated)

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Contact information

Main Address

88 Main Street, Middlebury, VT 05753

Mailing Address

Po Box 30, Middlebury, VT 05753

Phone number

(802) 388-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARBLE TRAIL FORM ADV PART 2 (7/22/2025)

Regulatory assets under management

Total Number of Accounts	1,302
AUM (Assets Under Management)	$ 490,221,306

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/18/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eileen L. Mccaffrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Lela Mccaffrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARBLE TRAIL ADVISORS

Primary Firm SEC Registration

MARBLE TRAIL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

MARBLE TRAIL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARBLE TRAIL ADVISORS

TRUST BUT VERIFY

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