Amy
Fracaro-Choate

Berger Financial Group

CRD#1501390
Investment Advisor
in South Burlington, VT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Amy Fracaro-Choate is a financial advisor who works out of South Burlington, Vermont who has 3 years of relevant experience. Fracaro-Choate is on the advisory team at Berger Financial Group. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Purshe Kaplan Sterling Investments, Inc and Berger Financial Group, Inc Dba Bell Wealth Management. Fracaro-Choate holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Vermont. Berger Financial Group is a registered investment firm operating out of Minneapolis, MN. The company has offices in six locations and a total of 60 employees. It manages $1 billion in total assets between its 6,706 accounts, placing it among the largest firms in the United States by assets under management. Of its 6,706 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in investable assets. Berger Financial Group provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on the services provided. Fee types charged by Berger Financial Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 Kimball Avenue Suite 240
South Burlington, VT 05403

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Berger Financial Group Brokerage Details

Total Assets Under Management

$1,365,502,656

VT Average: $5,289,111,388
Total Number of Employees

60

VT Average: 157
Total Number of Accounts

6,706

VT Average: 8,262
Average Account Size

$203,624

VT Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Amy Fracaro-Choate Work History

Amy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2020 - Present (4 years)

Berger Financial Group, Inc Dba Bell Wealth Management

2010 - 2020 (10 years)

Cambridge Investment Research, Inc

2010 - 2020 (10 years)

Cambridge Investment Research Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amy Fracaro-Choate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berger Financial Group

Matthew Gibbs
South Burlington, VT
Tyson Pettitt
Minneapolis, MN
Seth Wagner
Minneapolis, MN
Rachel Meyer
Minneapolis, MN
Lucas Auger
Minneapolis, MN
Christine Thomas
Minneapolis, MN
Tyler Howard
Minneapolis, MN
Troy Ray
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started