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Melissa S. Vanderhoof

FINGERLAKES WEALTH MANAGEMENT, INC.·ITHACA, New York
Series 65Clean record5 years registeredFINGERLAKES WEALTH MANAGEMENT, INC.
450 NORTH AURORA STREET, ITHACA, NY 14850CRD# 4212452Firm CRD# 149709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa S. Vanderhoof · ITHACA, NY
Registration
CRD #4212452 · FINGERLAKES WEALTH MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

FINGERLAKES WEALTH MANAGEMENT, INC.
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINGERLAKES WEALTH MANAGEMENT, INC.
CRD 149709 · SEC 801-69987
AUM
$185M
Regulatory assets under management
Employees
3
1,374 client accounts
Services offered by FINGERLAKES WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINGERLAKES WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Melissa S. Vanderhoof offer?
Melissa S. Vanderhoof specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITHACA, New York for a consultation.
What are Melissa S. Vanderhoof's credentials?
Melissa S. Vanderhoof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa S. Vanderhoof located?
Melissa S. Vanderhoof 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 Melissa S. Vanderhoof charge for services?
Melissa S. Vanderhoof'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 at FINGERLAKES WEALTH MANAGEMENT, INC.

Marshall Mccormick
ITHACA, NY
Susan Devitt Mccormick
ITHACA, NY

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