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Financial ADVSR advisor directory · SEC adviser records

Adirondack Financial Services Corp. financial advisors in Utica, NY

Every SEC-registered investment adviser representative at a Adirondack Financial Services Corp. office in Utica, A to Z.

The short answer

3 registered advisors work at Adirondack Financial Services Corp. in Utica, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Adirondack Financial Services Corp. advisors in Utica, A to Z

Every Adirondack Financial Services Corp. advisor →

Adirondack Financial Services Corp. advisors in every city and state →Adirondack Financial Services Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Utica

All Utica advisors →

Strategic Financial Services 23Morgan Stanley 16Empire Retirement Plans, LLC 8Osaic Wealth, Inc. 7LPL Financial LLC 5Caruso McLean & Co., Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Paradigm Consulting, Inc. 4

Questions

How many financial advisors does Adirondack Financial Services Corp. have in Utica?

3 investment adviser representatives are registered at Adirondack Financial Services Corp. offices in Utica, 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 Adirondack Financial Services Corp. one of the largest advisor employers in Utica?

Adirondack Financial Services Corp. ranks number 9 in Utica by registered advisors; Strategic Financial Services has the most, with 23.

How do I check a Adirondack Financial Services Corp. advisor in Utica?

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 Adirondack Financial Services Corp. 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.