Claim Profile
MV

Melissa S. Vanderhoof

FINGERLAKES WEALTH MANAGEMENT, INC.·ITHACA, New York
Unclaimed Profile
450 NORTH AURORA STREET, ITHACA, NY 14850CRD# 4212452Firm CRD# 149709
01

About

Melissa S. Vanderhoof 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINGERLAKES WEALTH MANAGEMENT, INC.
FINGERLAKES WEALTH MANAGEMENT, INC.
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4212452
Firm CRD# 149709
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ITHACA?

Browse all registered financial advisors in ITHACA, 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty