Fjolla
Buza-Sotak

Maple Capital Management, Inc

CRD#7174159
Investment Advisor
in Montpelier, VT

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About this Advisor

Fjolla Buza-Sotak is a financial advisor based out of Montpelier, Vermont with a total of 2 years of industry experience. Buza-Sotak currently works for Maple Capital Management, Inc. During their career, the advisor has held roles at Maple Capital Management, Inc, Interactive Brokers, Ministry Of Environment And Spatial Planning and N/A. Buza-Sotak has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Vermont. Maple Capital Management, Inc is a business headquartered in Montpelier, VT. It has a total of 22 advisors. It manages $1 billion in total assets between its 2,394 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 2,394 accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Maple Capital Management, Inc provides a number 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. Financial advisory fee schedules typically vary depending on the financial services provided. However, fee types charged by Maple Capital Management, Inc can consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

Fjolla Buza-Sotak Work History

Fjolla has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Maple Capital Management, Inc

2018 - 2021 (3 years)

Interactive Brokers

2014 - 2018 (4 years)

N/A

2013 - 2014 (1 year)

Ministry Of Environment And Spatial Planning

*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 Fjolla Buza-Sotak 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
Elizabeth Lewis
Montpelier, VT
Brody Hoffman
Montpelier, VT
Connor Herbruck
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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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.

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