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ETICO WEALTH MANAGEMENT LLC
ETICO WEALTH MANAGEMENT LLC
SARATOGA SPRINGS, New York
·
2 registered advisors
·
CRD# 151046
SEC# 801-70445
1
800-433-0422 X.114
01
Firm Overview
AUM
$226K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ETICO WEALTH MANAGEMENT LLC
2 registered advisors
Andrew Gregory Guzzetti
CLIFTON PARK, New York
CRD# 1222508
Wendy-Sue Elliott
CLIFTON PARK, New York
CRD# 5790567
05
Office Locations
CLIFTON PARK, New York
2 advisors
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Data sourced from SEC Form ADV filings. ETICO WEALTH MANAGEMENT LLC (CRD# 151046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.