Vermont
Investment Advisor Bond

400,000+ Bonds issued to 250,000+ satisfied customers.

Coverage Amount: $5,000 - $49,999

Term Length: 1 year

Price Varies

Most Bonds Processed In 24 Hours Or Less

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Vermont Investment Advisor Bond Guide

If you are working as an investment advisor in Vermont, you'll need to purchase a surety bond.

Purpose: To hold advisors financially liable for following the Vermont Securities Act provisions
Who Needs It: All investment advisors working in Vermont
Regulating Body: The Vermont Department of Financial Regulation
Required Coverage: $5,000–$49,999, based on liability
Premium Rates: 1–15% of the bond amount, starting at $100

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Josh Kayser

Founder & CEO