Claim Profile
LB

Luke Mcdaniel Babcock

SAYBROOK CAPITAL CORP·SAG HARBOR, New York
Unclaimed Profile
7 SPRING STREET, SAG HARBOR, NY 11963CRD# 2454138Firm CRD# 107679
01

About

Luke 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
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2454138
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.

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 Luke Mcdaniel Babcock offer?
Luke Mcdaniel Babcock specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAG HARBOR, New York for a consultation.
What are Luke Mcdaniel Babcock's credentials?
Luke Mcdaniel Babcock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Mcdaniel Babcock located?
Luke 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 Luke Mcdaniel Babcock charge for services?
Luke 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 →
Browse by specialty