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Stephen Thomas Helmer

MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC·SYRACUSE, New York
Unclaimed Profile
440 SOUTH WARREN ST., SYRACUSE, NY 13202CRD# 4815464Firm CRD# 132021
01

About

Stephen Thomas Helmer is a registered financial advisor based in SYRACUSE, New York, affiliated with MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC
MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC
AUM
$76M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4815464
Firm CRD# 132021
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Thomas Helmer offer?
Stephen Thomas Helmer specializes in Investment Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Stephen Thomas Helmer's credentials?
Stephen Thomas Helmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Thomas Helmer located?
Stephen Thomas Helmer is based in SYRACUSE, New York, working with MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Stephen Thomas Helmer charge for services?
Stephen Thomas Helmer'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 MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC?
MACKENZIE HUGHES & HARTNETT INVESTMENT ADVISORS LLC is a registered investment adviser with the SEC, managing $76M in regulatory assets under management. See their Form ADV for full details.
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