AdvisorOS Directory
Claim Profile
Unclaimed Profile
DD

Deresa Fischer Durkee

ONEIDA WEALTH MANAGEMENT, INC.·SYRACUSE, New York
SIE, Series 7, Series 27Clean recordONEIDA WEALTH MANAGEMENT, INC.
ONE GROUP CENTER, SYRACUSE, NY 13204-1327CRD# 6198032Firm CRD# 167907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deresa Fischer Durkee · SYRACUSE, NY
Registration
CRD #6198032 · ONEIDA WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ONEIDA WEALTH MANAGEMENT, INC.
CRD 167907 · SEC 801-79875
AUM
$61M
Regulatory assets under management
Employees
19
240 client accounts
Services offered by ONEIDA WEALTH MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at ONEIDA WEALTH MANAGEMENT, INC. →
Introduction

Speak with Deresa Fischer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Deresa Fischer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Browse SYRACUSE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Deresa Fischer Durkee offer?
Deresa Fischer Durkee specializes in Investment Management. Contact their office in SYRACUSE, New York for a consultation.
What are Deresa Fischer Durkee's credentials?
Deresa Fischer Durkee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deresa Fischer Durkee located?
Deresa Fischer Durkee 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 Deresa Fischer Durkee charge for services?
Deresa Fischer Durkee'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ONEIDA WEALTH MANAGEMENT, INC.

Thomas Joseph Bader
SYRACUSE, NY
Donald Jeremiah Abernethy
SYRACUSE, NY
Scott Michael Coles
NORTH SYRACUSE, NY

More Advisors in SYRACUSE, New York

Albert L Johnson
CADARET, GRANT & CO., INC.·SYRACUSE, NY
Alexis V Schumann
CADARET, GRANT & CO., INC.·SYRACUSE, NY
John Scott Lombardo
BLUE WATER CAPITAL MANAGEMENT, LLC·SYRACUSE, NY
Theodore John Sarenski
BLUE OCEAN STRATEGIC CAPITAL, LLC·SYRACUSE, NY
Matthew J Abbott
ARMORY CAPITAL MANAGEMENT, LLC·SYRACUSE, NY
Richard W Hayes
CADARET, GRANT & CO., INC.·SYRACUSE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideALBANY GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile