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William Fox Locke

ADIRONDACK FINANCIAL SERVICES CORP·UTICA, New York
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185 GENESEE STREET, UTICA, NY 13501CRD# 1574382Firm CRD# 126155
01

About

William Fox Locke 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
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# 1574382
Firm CRD# 126155
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Fox Locke offer?
William Fox Locke specializes in Financial Planning, Investment Management. Contact their office in UTICA, New York for a consultation.
What are William Fox Locke's credentials?
William Fox Locke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Fox Locke located?
William Fox Locke 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 William Fox Locke charge for services?
William Fox Locke'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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Research
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