Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 8 financial advisors of 8 near 12832
Out of 400,000+ nationwide
Adam I
Series 63, Series 65
Danby, VT
Merrill
Adam Ihasz is a Senior Resident Director and Wealth Management Advisor based in Manchester, Vermont. He has over 30 years of experience in finance, starting his career at Merrill Lynch Wealth Management in Forest Hills, New York. Adam’s professional background includes roles as an Investment Advisor, Institutional Trader, Portfolio Manager, and Chairman and CEO of his family-run investment advisory business. His expertise spans asset management, institutional sales trading, and alternative asset management focused on selecting disciplined hedge fund strategies uncorrelated to underlying markets. Throughout his career, Adam has worked with a range of clients, including some of the largest hedge funds, providing trading ideas and strategies centered on technical analysis, event-driven opportunities, and special situations. He holds several FINRA registrations, including Series 7, 24, 31, 53, 55, and 65, as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Adam's education includes coursework at Long Island University. Adam lives in Danby, Vermont, with his wife Ronda and their two daughters. He maintains a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He is also actively involved in the local community, reflecting the Merrill tradition of service. His client focus areas include family wealth management, retirement planning, college education planning, and socially responsible investing.
Claudia C
Series 63, Series 65
Granville, NY
Edward Jones
Steven J
Series 63, Series 65
Dorset, VT
Evergreen RIA, LLC
James M
CFP®, Series 63, Series 66
East Dorset, VT
Wealthcare Capital Management LLC
Michael S
Series 63, Series 66
Dorset, VT
Cambridge Investment Research Advisors
Bryan B
Series 63, Series 65
Rupert, VT
Cambridge Investment Research Advisors
Vadim P
Series 63, Series 65
Hampton, NY
UBS Financial Services
Daniel C
Series 63, Series 65
Pawlet, VT
Ameriprise
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 8 financial advisors of 8 near 12832
Out of 400,000+ nationwide