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 based in Montpelier, Vermont, working with Maple Capital Management, Inc. Timothy has previously held positions at Maple Capital Management, First Advisors Division Of First National Bank, and Bar Harbor Bank & Trust. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Timothy is part of Maple Capital Management, Inc, which operates out of Montpelier, Vermont. The firm has 1 office and 23 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Maple Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

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

$1,723,412,484

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

23

VT Average: 30
Total Number of Accounts

2,649

VT Average: 868
Average Account Size

$650,590

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

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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