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Deresa Fischer Durkee

ONEIDA WEALTH MANAGEMENT, INC.·SYRACUSE, New York
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ONE GROUP CENTER, SYRACUSE, NY 13204-1327CRD# 6198032Firm CRD# 167907
01

About

Deresa Fischer Durkee 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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ONEIDA WEALTH MANAGEMENT, INC.
ONEIDA WEALTH MANAGEMENT, INC.
AUM
$61M
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6198032
Firm CRD# 167907
No disclosures on file
View on FINRA BrokerCheck →

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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.
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