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Sean Lewis Berger

ADIRONDACK RETIREMENT SPECIALISTS, INC.·QUEENSBURY, New York
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredADIRONDACK RETIREMENT SPECIALISTS, INC.
310 BAY ROAD, QUEENSBURY, NY 12804CRD# 1754719Firm CRD# 132345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Lewis Berger · QUEENSBURY, NY
Registration
CRD #1754719 · ADIRONDACK RETIREMENT SPECIALISTS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nov 2023 – present
ADIRONDACK RETIREMENT SPECIALISTS
Oct 2019 – Dec 2023
QUEENSBURY, NY
FSC SECURITIES CORPORATION
Oct 2001 – Oct 2010
GLENS FALLS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 2, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADIRONDACK RETIREMENT SPECIALISTS, INC.
CRD 132345 · SEC 801-74527
AUM
$217M
Regulatory assets under management
Employees
6
995 client accounts
Services offered by ADIRONDACK RETIREMENT SPECIALISTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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QUEENSBURY, NY
CFP

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