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Christopher William Berg

ADIRONDACK CAPITAL ADVISORS, LLC·SYRACUSE, New York
Unclaimed Profile
528 PLUM STREET, SYRACUSE, NY 13204CRD# 4510789Firm CRD# 133305
01

About

Christopher William Berg is a registered financial advisor based in SYRACUSE, New York, affiliated with ADIRONDACK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ADIRONDACK CAPITAL ADVISORS, LLC
ADIRONDACK CAPITAL ADVISORS, LLC
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADIRONDACK CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 4510789
Firm CRD# 133305
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher William Berg offer?
Christopher William Berg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are Christopher William Berg's credentials?
Christopher William Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher William Berg located?
Christopher William Berg is based in SYRACUSE, New York, working with ADIRONDACK CAPITAL ADVISORS, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Christopher William Berg charge for services?
Christopher William Berg's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADIRONDACK CAPITAL ADVISORS, LLC?
ADIRONDACK CAPITAL ADVISORS, LLC has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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