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Daniel James Fessenden

TOMPKINS WEALTH MANAGEMENT INC.·PITTSFORD, New York
Unclaimed Profile
179 SULLY'S TRAIL, PITTSFORD, NY 14534-4599CRD# 5974356Firm CRD# 110125
01

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.

02

Focus Areas

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

Firm Overview

Firm
TOMPKINS WEALTH MANAGEMENT INC.
TOMPKINS FINANCIAL ADVISORS
AUM
$633M
Regulatory assets under management
Employees
19
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5974356
Firm CRD# 110125
1 disclosure on file
View on FINRA BrokerCheck →

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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.
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