Claim Profile
TC

Tenee R Casaccio

NORTH COUNTRY INVESTMENT ADVISERS, INC.·GLENS FALLS, New York
Unclaimed Profile
C/O GLENS FALLS NATIONAL BANK, GLENS FALLS, NY 12801-2161CRD# 5919894Firm CRD# 112554
01

About

Tenee R Casaccio is a registered financial advisor based in GLENS FALLS, New York, affiliated with NORTH COUNTRY INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NORTH COUNTRY INVESTMENT ADVISERS, INC.
NORTH COUNTRY INVESTMENT ADVISERS, INC.
AUM
$119M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5919894
Firm CRD# 112554
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GLENS FALLS?

Browse all registered financial advisors in GLENS FALLS, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tenee R Casaccio offer?
Tenee R Casaccio specializes in Investment Management, Fee-Only Advisory. Contact their office in GLENS FALLS, New York for a consultation.
What are Tenee R Casaccio's credentials?
Tenee R Casaccio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tenee R Casaccio located?
Tenee R Casaccio is based in GLENS FALLS, New York, working with NORTH COUNTRY INVESTMENT ADVISERS, INC.. Their office serves clients in the GLENS FALLS metropolitan area and surrounding communities.
How does Tenee R Casaccio charge for services?
Tenee R Casaccio'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 NORTH COUNTRY INVESTMENT ADVISERS, INC.?
NORTH COUNTRY INVESTMENT ADVISERS, INC. has approximately 6 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty