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Financial ADVSR advisor directory · SEC adviser records

Fingerlakes Wealth Management, Inc. financial advisors in Ithaca, NY

Every SEC-registered investment adviser representative at a Fingerlakes Wealth Management, Inc. office in Ithaca, A to Z.

The short answer

3 registered advisors work at Fingerlakes Wealth Management, Inc. in Ithaca, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Fingerlakes Wealth Management, Inc. advisors in Ithaca, A to Z

Every Fingerlakes Wealth Management, Inc. advisor →

Fingerlakes Wealth Management, Inc. advisors in every city and state →Fingerlakes Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Ithaca

All Ithaca advisors →

Morgan Stanley 6Cornell Pochily Investment Advisors, Inc. 5LPL Financial LLC 5Tiaa-Cref Individual & Institutional Services, LLC 5Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Fingerlakes Wealth Management, Inc. have in Ithaca?

3 investment adviser representatives are registered at Fingerlakes Wealth Management, Inc. offices in Ithaca, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Fingerlakes Wealth Management, Inc. one of the largest advisor employers in Ithaca?

Fingerlakes Wealth Management, Inc. ranks number 6 in Ithaca by registered advisors; Morgan Stanley has the most, with 6.

How do I check a Fingerlakes Wealth Management, Inc. advisor in Ithaca?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fingerlakes Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.