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Sheila Zimmerman

BURNS J W & CO INC·EAST SYRACUSE, New York
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GLACIER CREEK OFFICE PARK, EAST SYRACUSE, NY 13057CRD# 4347480Firm CRD# 107835
01

About

Sheila Zimmerman is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with BURNS J W & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURNS J W & CO INC
J.W.BURNS & COMPANY, INC.
AUM
$802M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BURNS J W & CO INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4347480
Firm CRD# 107835
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheila Zimmerman offer?
Sheila Zimmerman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Sheila Zimmerman's credentials?
Sheila Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Zimmerman located?
Sheila Zimmerman is based in EAST SYRACUSE, New York, working with BURNS J W & CO INC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Sheila Zimmerman charge for services?
Sheila Zimmerman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS J W & CO INC?
BURNS J W & CO INC has approximately 8 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST SYRACUSE
Gregg Anthony Kidd — PINNACLE INVESTMENTS, LLCLuke James Lonergan — PINNACLE ADVISORS LLCJr. Richard Lanning — PINNACLE ADVISORS LLCDaniel Francis Raite — PINNACLE INVESTMENTS, LLCGregory B Cuvelier — PINNACLE ADVISORS LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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