Stephen Wendall Boyce
Investment adviser representative at Marble Trail Advisors
27 yearsExperience
1 stateRegistered in
$582.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Marble Trail AdvisorsDec 2021 to now
- People's Untied BankJun 1999 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
Marble Trail Advisors
Legal name: Addison Advisors LLC
$582.7MAssets managed
368Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8167177
- Firm CRD
- 154744