Home
›
Firms
›
WALL STREET FINANCIAL GROUP, INC.
WALL STREET FINANCIAL GROUP, INC.
WALL STREET FINANCIAL GROUP, INC
VICTOR, New York
·
4 registered advisors
·
CRD# 35830
SEC# 801-58292
585-433-9124
01
Firm Overview
AUM
$448M
Regulatory assets under management
Employees
52
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: 12B-1 FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WALL STREET FINANCIAL GROUP, INC.
4 registered advisors
Camilla B Merrick
FAIRPORT, New York
CRD# 2064465
Dale Robert Anderson
FAIRPORT, New York
CRD# 1378651
Todd Gilmer Everts
FAIRPORT, New York
CRD# 1539457
Victoria Irene Bachfink
FAIRPORT, New York
CRD# 2653237
05
Office Locations
FAIRPORT, New York
4 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. WALL STREET FINANCIAL GROUP, INC. (CRD# 35830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.