WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC
VICTOR, New York·4 registered advisors·CRD# 35830
SEC# 801-58292585-433-9124
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 PlanningInvestment ManagementWealth Management
04

Advisors at WALL STREET FINANCIAL GROUP, INC.

4 registered advisors
Camilla B Merrick
FAIRPORT, New York
Dale Robert Anderson
FAIRPORT, New York
Todd Gilmer Everts
FAIRPORT, New York
Victoria Irene Bachfink
FAIRPORT, New York
05

Office Locations

FAIRPORT, New York
4 advisors

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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.