Unclaimed Profile

Brett Michael Zielasko

ONEIDA WEALTH MANAGEMENT, INC.·SYRACUSE, New York

Clean recordONEIDA WEALTH MANAGEMENT, INC.

ONE GROUP CENTER, SYRACUSE, NY 13204-1327CRD# 6306613Firm CRD# 167907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Michael Zielasko · SYRACUSE, NY

Registration

CRD #6306613 · ONEIDA WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brett Michael Zielasko is a registered financial advisor based in SYRACUSE, New York, affiliated with ONEIDA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ONEIDA WEALTH MANAGEMENT, INC.

AUM

$61M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONEIDA WEALTH MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6306613

Firm CRD# 167907

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Michael Zielasko offer?

Brett Michael Zielasko specializes in Investment Management. Contact their office in SYRACUSE, New York for a consultation.

What are Brett Michael Zielasko's credentials?

Brett Michael Zielasko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Michael Zielasko located?

Brett Michael Zielasko is based in SYRACUSE, New York, working with ONEIDA WEALTH MANAGEMENT, INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Brett Michael Zielasko charge for services?

Brett Michael Zielasko's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONEIDA WEALTH MANAGEMENT, INC.?

ONEIDA WEALTH MANAGEMENT, INC. has approximately 19 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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