SA
Seth Anderson
SHELBURNE, VT 05482
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CRD#: 8243688
SA
Seth Anderson
Professional summary
Seth Anderson was a registered financial advisor .
Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Seth had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
Birch Tree Tax LLC; Non-Investment related; Tax advising; Owner/President; 01/2014; approximately 80% of time is spent on this activity
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 3, 2026 - Present
Office #1: 145 Pine Haven Shores Rd Suite 1021, Shelburne, VT 05482
SHELBURNE, VT
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
Vermont(8/3/2026)
Current firm
No current employment
Red Flags
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Company Information
No current employment
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