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Marshall Mccormick

FINGERLAKES WEALTH MANAGEMENT, INC.·ITHACA, New York
Unclaimed Profile
450 NORTH AURORA STREET, ITHACA, NY 14850CRD# 6218131Firm CRD# 149709
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About

Marshall Mccormick is a registered financial advisor based in ITHACA, New York, affiliated with FINGERLAKES WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
FINGERLAKES WEALTH MANAGEMENT, INC.
FINGERLAKES WEALTH MANAGEMENT, INC.
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINGERLAKES WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6218131
Firm CRD# 149709
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Mccormick offer?
Marshall Mccormick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITHACA, New York for a consultation.
What are Marshall Mccormick's credentials?
Marshall Mccormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Mccormick located?
Marshall Mccormick is based in ITHACA, New York, working with FINGERLAKES WEALTH MANAGEMENT, INC.. Their office serves clients in the ITHACA metropolitan area and surrounding communities.
How does Marshall Mccormick charge for services?
Marshall Mccormick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINGERLAKES WEALTH MANAGEMENT, INC.?
FINGERLAKES WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ITHACA
Dennis George Merryfield — MERRYFIELD BARNES, LLCCharles Whitney Barnes — MERRYFIELD BARNES, LLCEzra Cornell — CORNELL POCHILY INVESTMENT ADVISORS, INC.Robert Thomas Pochily — CORNELL POCHILY INVESTMENT ADVISORS, INC.Susan Devitt Mccormick — FINGERLAKES WEALTH MANAGEMENT, INC.
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