FINGERLAKES WEALTH MANAGEMENT, INC.

ITHACA, New York·3 registered advisors·CRD# 149709
SEC# 801-699870607-257-1008
01

Firm Overview

AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINGERLAKES WEALTH MANAGEMENT, INC.

3 registered advisors
Marshall Mccormick
ITHACA, New York
Melissa S. Vanderhoof
ITHACA, New York
Susan Devitt Mccormick
ITHACA, New York
05

Office Locations

ITHACA, New York
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. FINGERLAKES WEALTH MANAGEMENT, INC. (CRD# 149709) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.