Mary Beth Brigham
Financial advisor at Pathway Financial Advisors LLC · South Burlington, VT
Last updated 2026-10-10
Claim your profileMary Beth Brigham is a financial advisor at Pathway Financial Advisors LLC in South Burlington, VT, CRD 6580834. Licenses and exams on the registration: Series 65. IAPD registration began 2015-12-04.
Registration
- CRD number
- 6580834
- Registration status
- Active
- IAPD registration
- 2015-12-04
- Industry Experience
- 10 years
- Work Experience
- 17 years
- States registered
- VT
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2009-07 to Present · Pathway Financial Advisors, LLC · Burlington, VT
Current employment
- Pathway Financial Advisors, LLC · South Burlington, VT
Pathway Financial Advisors LLC
- Regulatory AUM
- $1,649,189,273
- Registered advisors
- 6
- Offices
- 3
- Clients per advisor
- 42.2 (Low)
- Average AUM per client
- $6.5M (Moderate)
- High-net-worth client ratio
- 79.1% (High)
Pathway Financial Advisors LLC: advisors, services and reported ETF investments
About
Mary Beth Brigham is a CFP® financial advisor at Pathway Financial Advisors, LLC in South Burlington, VT. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 17 years of reported work history.
Pathway Financial Advisors LLC's firm-level Form ADV reports 6 advisors across 3 offices; approximately 42.2 clients per advisor, average assets per client of $6,518,535, and regulatory AUM of $1.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $808.3M across 86 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mary Beth Brigham personally.
Reported ETF positions
Pathway Financial Advisors reports 86 ETF positions worth $808.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTV — Vanguard Morningstar Value ETF | $115.9M |
| VUG — Vanguard Morningstar Growth ETF | $102.6M |
| GBIL — Goldman Sachs Access Treasury 0-1 Year ETF | $88.2M |
| VO — Vanguard Morningstar Mid-Cap ETF | $47.5M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $42.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Pathway Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $696.9K | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $696.9K | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | MGC — Vanguard Morningstar Mega Cap ETF | $696.9K | Top 98.8% | Residual alpha +0.71% · Residual Sharpe 0.05 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $31.1M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Pathway Financial Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
725 Community Drive, South Burlington, VT 05403
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 802-660-7086
- Website: pathwayadvisors.com
Official record
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