Unclaimed Profile

James S Flynn

FMF&E WEALTH MANAGEMENT, LLC·SYRACUSE, New York

Clean recordFMF&E WEALTH MANAGEMENT, LLC

125 EAST JEFFERSON STREET, SYRACUSE, NY 13202CRD# 7241516Firm CRD# 125721

Profile Verification

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

Identity

James S Flynn · SYRACUSE, NY

Registration

CRD #7241516 · FMF&E WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James S Flynn is a registered financial advisor based in SYRACUSE, New York, affiliated with FMF&E WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FMF&E WEALTH MANAGEMENT, LLC

AUM

$358M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FMF&E WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7241516

Firm CRD# 125721

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James S Flynn offer?

James S Flynn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are James S Flynn's credentials?

James S Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James S Flynn located?

James S Flynn is based in SYRACUSE, New York, working with FMF&E WEALTH MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does James S Flynn charge for services?

James S Flynn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FMF&E WEALTH MANAGEMENT, LLC?

FMF&E WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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