Unclaimed Profile

Julie Ackerman

SYKON CAPITAL LLC·HARRISON, New York

SIE, Series 7, Series 63Clean record12 years registeredSYKON CAPITAL LLC

500 MAMARONECK AVE, HARRISON, NY 10528CRD# 2603903Firm CRD# 326728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Ackerman · HARRISON, NY

Registration

CRD #2603903 · SYKON CAPITAL LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYKON CAPITAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2014 – Jun 2023

WHITE PLAINS, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 13, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYKON CAPITAL LLC

CRD 326728 · SEC 801-128087

AUM

$293M

Regulatory assets under management

Employees

577 client accounts

Services offered by SYKON CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SYKON CAPITAL LLC →

Introduction

Speak with Julie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HARRISON?

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

Browse HARRISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julie Ackerman offer?

Julie Ackerman specializes in Financial Planning, Investment Management, Wealth Management.

What are Julie Ackerman's credentials?

Julie Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ackerman located?

Julie Ackerman is based in HARRISON, New York, last registered with SYKON CAPITAL LLC.

How does Julie Ackerman charge for services?

Julie Ackerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYKON CAPITAL LLC?

SYKON CAPITAL LLC has approximately 6 employees and manages $293M 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 →