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Susan Devitt Mccormick

FINGERLAKES WEALTH MANAGEMENT, INC.·ITHACA, New York
Clean recordFINGERLAKES WEALTH MANAGEMENT, INC.
450 NORTH AURORA STREET, ITHACA, NY 14850CRD# 3074871Firm CRD# 149709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Devitt Mccormick · ITHACA, NY
Registration
CRD #3074871 · FINGERLAKES WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Susan Devitt 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.

02

Focus Areas

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

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03

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# 3074871
Firm CRD# 149709
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

Marshall Mccormick
ITHACA, NY
Melissa S. Vanderhoof
ITHACA, NY

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