AdvisorOS Directory
Claim Profile
BB

Bruce Mcdaniel Babcock

SAYBROOK CAPITAL CORP·SAG HARBOR, New York
Unclaimed Profile
17 SPRING STREET, SAG HARBOR, NY 11963CRD# 4337106Firm CRD# 107679
01

About

Bruce Mcdaniel Babcock is a registered financial advisor based in SAG HARBOR, New York, affiliated with SAYBROOK CAPITAL CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SAYBROOK CAPITAL CORP
SAYBROOK CAPITAL CORP
AUM
$438M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SAYBROOK CAPITAL CORP →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4337106
Firm CRD# 107679
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAG HARBOR?

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

Browse SAG HARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bruce Mcdaniel Babcock offer?
Bruce Mcdaniel Babcock specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAG HARBOR, New York for a consultation.
What are Bruce Mcdaniel Babcock's credentials?
Bruce Mcdaniel Babcock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Mcdaniel Babcock located?
Bruce Mcdaniel Babcock is based in SAG HARBOR, New York, working with SAYBROOK CAPITAL CORP. Their office serves clients in the SAG HARBOR metropolitan area and surrounding communities.
How does Bruce Mcdaniel Babcock charge for services?
Bruce Mcdaniel Babcock'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 SAYBROOK CAPITAL CORP?
SAYBROOK CAPITAL CORP has approximately 5 employees and manages $438M 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 →
Other advisors in SAG HARBOR
Scott Robinson Hirsch — SAYBROOK CAPITAL CORPPhillip Ross Burnaman — DENDERA CAPITAL LPGeoffrey William Arens — DENDERA CAPITAL LPLuke Mcdaniel Babcock — SAYBROOK CAPITAL CORPScott Robinson Hirsch — SAYBROOK CAPITAL CORP
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile