Harold Sasnowitz, financial advisor Binghamton NY
101 score

Harold Sasnowitz

CRD Number: 5313969
Current Firm: Berk Cleveland Rathmell Wealth Strategies, LLC

Harold Sasnowitz (CRD# 5313969) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Binghamton, NY and has over 11 years of experience in the finance industry. Harold Sasnowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Berk Cleveland Rathmell Wealth Strategies, LLC Birmingham, AL Jun 2007 - Current 11
Unemployed Binghamton, NY Dec 2006 - Jun 2007 < 1
Lockheed Martin Owego, NY Apr 1993 - Dec 2006 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Harold Sasnowitz
Phone Number: (607) 238-7718
Firm Website: http://www.bcrwealth.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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