Timothy
Wooster

Maple Capital Management, Inc

CRD#6874323
Investment Advisor
in Montpelier, VT

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About this Advisor

Timothy Wooster is a financial advisor operating out of Montpelier, Vermont with 5 years of industry experience. Wooster currently works for Maple Capital Management, Inc. The advisor has gained experience at Maple Capital Management, First Advisors Division Of First National Bank, Bar Harbor Bank & Trust and People'S United Bank. Wooster maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Vermont. Maple Capital Management, Inc is a registered investment company based out of Montpelier, VT. The company has a total of 22 advisors. It controls $1 billion in total assets between its 2,394 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 12 charitable organizations. Of its 2,394 accounts, 51% are associated with high-net-worth investors who have at least $1 million in assets. Maple Capital Management, Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which service is offered. Fees billed by Maple Capital Management, Inc likely are comprised of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

Timothy Wooster Work History

Timothy has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Maple Capital Management

2016 - 2017 (1 year)

First Advisors Division Of First National Bank

2013 - 2016 (3 years)

Bar Harbor Bank & Trust

2011 - 2013 (2 years)

People'S United Bank

*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 Timothy Wooster 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
Elizabeth Lewis
Montpelier, VT
Brody Hoffman
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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