ONEIDA WEALTH MANAGEMENT, INC.

SYRACUSE, New York·4 registered advisors·CRD# 167907
SEC# 801-79875(800) 458-7509
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at ONEIDA WEALTH MANAGEMENT, INC.

4 registered advisors
Deresa Fischer Durkee
SYRACUSE, New York
Donald Jeremiah Abernethy
SYRACUSE, New York
Scott Michael Coles
NORTH SYRACUSE, New York
Thomas Joseph Bader
SYRACUSE, New York
05

Office Locations

SYRACUSE, New York
3 advisors
NORTH SYRACUSE, New York
1 advisor

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Data sourced from SEC Form ADV filings. ONEIDA WEALTH MANAGEMENT, INC. (CRD# 167907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.