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Jeffrey Alan Schlesinger

NSB ADVISORS LLC·FISHKILL, New York
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200 WESTAGE BUSINESS CENTER DR., FISHKILL, NY 12524CRD# 2300964Firm CRD# 150209
01

About

Jeffrey Alan Schlesinger is a registered financial advisor based in FISHKILL, New York, affiliated with NSB ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NSB ADVISORS LLC
NSB ADVISORS LLC
AUM
$112M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NSB ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2300964
Firm CRD# 150209
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Alan Schlesinger offer?
Jeffrey Alan Schlesinger specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FISHKILL, New York for a consultation.
What are Jeffrey Alan Schlesinger's credentials?
Jeffrey Alan Schlesinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Schlesinger located?
Jeffrey Alan Schlesinger is based in FISHKILL, New York, working with NSB ADVISORS LLC. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.
How does Jeffrey Alan Schlesinger charge for services?
Jeffrey Alan Schlesinger'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 NSB ADVISORS LLC?
NSB ADVISORS LLC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FISHKILL
James David Mcfadden — CIRCLE N ADVISORS, LLCWilliam Fred Nicklin — NSB ADVISORS LLCWilliam T. Nicklin — NSB ADVISORS LLCJonathan C. Nicklin — NSB ADVISORS LLCCharles Iver Frumberg — CIRCLE N ADVISORS, LLC
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Research
Advisor Fees in New YorkNational Fee Analysis
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