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ADIRONDACK RETIREMENT SPECIALISTS, INC.
ADIRONDACK RETIREMENT SPECIALISTS, INC.
ADIRONDACK RETIREMENT SPECIALISTS
QUEENSBURY, New York
·
2 registered advisors
·
CRD# 132345
SEC# 801-74527
0
518-761-6184
01
Firm Overview
AUM
$217M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC.
2 registered advisors
Adam Michael Mark
QUEENSBURY, New York
CRD# 5565839
Sean Lewis Berger
QUEENSBURY, New York
CRD# 1754719
05
Office Locations
QUEENSBURY, New York
2 advisors
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Data sourced from SEC Form ADV filings. ADIRONDACK RETIREMENT SPECIALISTS, INC. (CRD# 132345) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.