Unclaimed Profile

Daniel James Fessenden

TOMPKINS WEALTH MANAGEMENT INC.·PITTSFORD, New York

TOMPKINS WEALTH MANAGEMENT INC.

179 SULLY'S TRAIL, PITTSFORD, NY 14534-4599CRD# 5974356Firm CRD# 110125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel James Fessenden · PITTSFORD, NY

Registration

CRD #5974356 · TOMPKINS WEALTH MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Daniel James Fessenden is a registered financial advisor based in PITTSFORD, New York, affiliated with TOMPKINS WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TOMPKINS WEALTH MANAGEMENT INC.

TOMPKINS FINANCIAL ADVISORS

AUM

$633M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOMPKINS WEALTH MANAGEMENT INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5974356

Firm CRD# 110125

View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSFORD?

Browse all registered financial advisors in PITTSFORD, New York or claim this profile if it's yours.

Browse PITTSFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel James Fessenden offer?

Daniel James Fessenden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.

What are Daniel James Fessenden's credentials?

Daniel James Fessenden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel James Fessenden located?

Daniel James Fessenden is based in PITTSFORD, New York, working with TOMPKINS WEALTH MANAGEMENT INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Daniel James Fessenden charge for services?

Daniel James Fessenden'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 TOMPKINS WEALTH MANAGEMENT INC.?

TOMPKINS WEALTH MANAGEMENT INC. has approximately 19 employees and manages $633M 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 →