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Christopher William Berg

ADIRONDACK CAPITAL ADVISORS, LLC·SYRACUSE, New York
SIE, Series 7, Series 65, Series 66Clean record5 years registeredADIRONDACK CAPITAL ADVISORS, LLC
528 PLUM STREET, SYRACUSE, NY 13204CRD# 4510789Firm CRD# 133305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher William Berg · SYRACUSE, NY
Registration
CRD #4510789 · ADIRONDACK CAPITAL ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ADIRONDACK CAPITAL ADVISORS, LLC
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · March 15, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADIRONDACK CAPITAL ADVISORS, LLC
CRD 133305 · SEC 801-115148
AUM
$285M
Regulatory assets under management
Employees
5
978 client accounts
Services offered by ADIRONDACK CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADIRONDACK CAPITAL ADVISORS, LLC →
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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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Other Advisors at ADIRONDACK CAPITAL ADVISORS, LLC

Patrick James Dooley
SYRACUSE, NY

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