CARUSO MCLEAN & CO., INC.

UTICA, New York·2 registered advisors·CRD# 126084

SEC# 801-644980315-724-5105

01

Firm Overview

AUM

$233M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CARUSO MCLEAN & CO., INC.

2 registered advisors

Gregory Bruce Mclean

UTICA, New York

Stephen Louis Caruso

UTICA, New York

05

Office Locations

UTICA, New York

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Data sourced from SEC Form ADV filings. CARUSO MCLEAN & CO., INC. (CRD# 126084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.