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Heather Lynn Micati

FAMILY CFO, LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
130 EXCELSIOR AVE, #410, SARATOGA SPRINGS, NY 12866CRD# 6330550Firm CRD# 108891
01

About

Heather Lynn Micati is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with FAMILY CFO, LLC. 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
FAMILY CFO, LLC
FAMILY CFO, LLC
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FAMILY CFO, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6330550
Firm CRD# 108891
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Lynn Micati offer?
Heather Lynn Micati specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Heather Lynn Micati's credentials?
Heather Lynn Micati is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Lynn Micati located?
Heather Lynn Micati is based in SARATOGA SPRINGS, New York, working with FAMILY CFO, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Heather Lynn Micati charge for services?
Heather Lynn Micati'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 FAMILY CFO, LLC?
FAMILY CFO, LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jason Keith Macgregor — MINICHMACGREGOR WEALTH MANAGEMENT, LLCRaymond Nmn Martin — CRESCENT HILL PARTNERS LLCJane Sullivan Murphy — FAMILY CFO, LLCTimothy Daniel O'hara — THE AYCO COMPANY,L.P.James Franklin Minich — MINICHMACGREGOR WEALTH MANAGEMENT, LLC
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Research
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