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Sean Lewis Berger

ADIRONDACK RETIREMENT SPECIALISTS, INC.·QUEENSBURY, New York
Unclaimed Profile
310 BAY ROAD, QUEENSBURY, NY 12804CRD# 1754719Firm CRD# 132345
01

About

Sean Lewis Berger is a registered financial advisor based in QUEENSBURY, New York, affiliated with ADIRONDACK RETIREMENT SPECIALISTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADIRONDACK RETIREMENT SPECIALISTS, INC.
ADIRONDACK RETIREMENT SPECIALISTS
AUM
$217M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1754719
Firm CRD# 132345
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sean Lewis Berger offer?
Sean Lewis Berger specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in QUEENSBURY, New York for a consultation.
What are Sean Lewis Berger's credentials?
Sean Lewis Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Lewis Berger located?
Sean Lewis Berger is based in QUEENSBURY, New York, working with ADIRONDACK RETIREMENT SPECIALISTS, INC.. Their office serves clients in the QUEENSBURY metropolitan area and surrounding communities.
How does Sean Lewis Berger charge for services?
Sean Lewis Berger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADIRONDACK RETIREMENT SPECIALISTS, INC.?
ADIRONDACK RETIREMENT SPECIALISTS, INC. has approximately 6 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in QUEENSBURY
Christopher Bradford Roop — SOLID POINT WEALTH ADVISORS, LLCAdam Michael Mark — ADIRONDACK RETIREMENT SPECIALISTS, INC.Antony John Desorbo — SOLID POINT WEALTH ADVISORS, LLCBryan Lee Burdick — SOLID POINT WEALTH ADVISORS, LLCMichael Bristol — SOLID POINT WEALTH ADVISORS, LLC
Nearby cities in New York
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