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Jeffrey Arthur Trowbridge

SARATOGA WEALTH ADVISORS, LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
340 BROADWAY, THIRD FLOOR, SARATOGA SPRINGS, NY 12866CRD# 2025022Firm CRD# 124529
01

About

Jeffrey Arthur Trowbridge is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with SARATOGA WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SARATOGA WEALTH ADVISORS, LLC
SARATOGA WEALTH ADVISORS, LLC
AUM
$93M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SARATOGA WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2025022
Firm CRD# 124529
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Arthur Trowbridge offer?
Jeffrey Arthur Trowbridge specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Jeffrey Arthur Trowbridge's credentials?
Jeffrey Arthur Trowbridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Arthur Trowbridge located?
Jeffrey Arthur Trowbridge is based in SARATOGA SPRINGS, New York, working with SARATOGA WEALTH ADVISORS, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Jeffrey Arthur Trowbridge charge for services?
Jeffrey Arthur Trowbridge's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SARATOGA WEALTH ADVISORS, LLC?
SARATOGA WEALTH ADVISORS, LLC has approximately 1 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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