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Scott Michael Coles

ONEIDA WEALTH MANAGEMENT, INC.·NORTH SYRACUSE, New York
Clean recordONEIDA WEALTH MANAGEMENT, INC.
5232 WITZ DRIVE, NORTH SYRACUSE, NY 13212-6501CRD# 2966571Firm CRD# 167907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Coles · NORTH SYRACUSE, NY
Registration
CRD #2966571 · ONEIDA WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Michael Coles is a registered financial advisor based in NORTH SYRACUSE, New York, affiliated with ONEIDA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ONEIDA WEALTH MANAGEMENT, INC.
ONEIDA WEALTH MANAGEMENT, INC.
AUM
$61M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at ONEIDA WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2966571
Firm CRD# 167907
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Michael Coles offer?
Scott Michael Coles specializes in Investment Management. Contact their office in NORTH SYRACUSE, New York for a consultation.
What are Scott Michael Coles's credentials?
Scott Michael Coles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Coles located?
Scott Michael Coles is based in NORTH SYRACUSE, New York, working with ONEIDA WEALTH MANAGEMENT, INC.. Their office serves clients in the NORTH SYRACUSE metropolitan area and surrounding communities.
How does Scott Michael Coles charge for services?
Scott Michael Coles'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 ONEIDA WEALTH MANAGEMENT, INC.?
ONEIDA WEALTH MANAGEMENT, INC. has approximately 19 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ONEIDA WEALTH MANAGEMENT, INC.

Thomas Joseph Bader
SYRACUSE, NY
Eric Eugene Stickels
SYRACUSE, NY
John Edward Haskell
SYRACUSE, NY
Richard Bonke Myers
SYRACUSE, NY
Deresa Fischer Durkee
SYRACUSE, NY
Donald Jeremiah Abernethy
SYRACUSE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
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City Guides
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Research
Advisor Fees in New YorkNational Fee Analysis
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