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Patricia Marie Rugari

ADIRONDACK FINANCIAL SERVICES CORP·UTICA, New York
ADIRONDACK FINANCIAL SERVICES CORP
185 GENESEE STREET, UTICA, NY 13501CRD# 4836500Firm CRD# 126155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Marie Rugari · UTICA, NY
Registration
CRD #4836500 · ADIRONDACK FINANCIAL SERVICES CORP
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patricia Marie Rugari is a registered financial advisor based in UTICA, New York, affiliated with ADIRONDACK FINANCIAL SERVICES CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADIRONDACK FINANCIAL SERVICES CORP
ADIRONDACK FINANCIAL SERVICES CORP
AUM
$377M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ADIRONDACK FINANCIAL SERVICES CORP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4836500
Firm CRD# 126155
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Marie Rugari offer?
Patricia Marie Rugari specializes in Financial Planning, Investment Management. Contact their office in UTICA, New York for a consultation.
What are Patricia Marie Rugari's credentials?
Patricia Marie Rugari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Marie Rugari located?
Patricia Marie Rugari is based in UTICA, New York, working with ADIRONDACK FINANCIAL SERVICES CORP. Their office serves clients in the UTICA metropolitan area and surrounding communities.
How does Patricia Marie Rugari charge for services?
Patricia Marie Rugari'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 ADIRONDACK FINANCIAL SERVICES CORP?
ADIRONDACK FINANCIAL SERVICES CORP has approximately 17 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADIRONDACK FINANCIAL SERVICES CORP

John J Clark
UTICA, NY
William Fox Locke
UTICA, NY
Harold Thomas Clark
UTICA, NY

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