Connor
Herbruck

Maple Capital Management, Inc

CRD#7521645
Investment Advisor
in Montpelier, VT

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About this Advisor

Connor Herbruck is a financial advisor based out of Montpelier, Vermont who has 1 year of relevant experience. Herbruck is currently employed by Maple Capital Management, Inc. Herbruck has gained experience at Maple Capital Management, Full Time Student University Of Vermont, Property Services, Student, Oster Services, Kens Pizza And Pub, Ecoverse and University Of Vermont. Herbruck maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Vermont. Maple Capital Management, Inc is a registered investment business based out of Montpelier, VT. The investment advisory business has a total of 22 employees. It controls $1 billion in total assets among its 2,394 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 12 charities and foundations. Of its 2,394 customer accounts, 51% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on the financial services. Fee types billed by Maple Capital Management, Inc most likely consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

535 Stone Cutters Way
Montpelier, VT 05602

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Maple Capital Management, Inc Brokerage Details

Total Assets Under Management

$1,366,024,417

VT Average: $4,257,716,217
Total Number of Employees

22

VT Average: 30
Total Number of Accounts

2,394

VT Average: 868
Average Account Size

$570,603

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Connor Herbruck Work History

Connor has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Maple Capital Management

2018 - 2018 (< 1 year)

Kens Pizza And Pub

2017 - 2017 (< 1 year)

Ecoverse

2016 - 2020 (4 years)

Full Time Student University Of Vermont

2016 - 2016 (< 1 year)

Property Services

2016 - 2018 (2 years)

University Of Vermont

2015 - 2015 (< 1 year)

Oster Services

2014 - 2014 (< 1 year)

Oster Services

2012 - 2016 (4 years)

Student

*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 Connor Herbruck 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 Maple Capital Management, Inc

Fjolla Buza-Sotak
Montpelier, VT
Connor Herbruck
Montpelier, VT
Brody Hoffman
Montpelier, VT
Elizabeth Lewis
Montpelier, VT
Timothy Wooster
Montpelier, VT
Clayton Shiver
Marietta, GA
Steven Killoran
Montpelier, VT
Debbie Montgomery
Marietta, GA

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.

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