Christopher Berg (CRD# 4510789) is an Investment Advisor Representative working at Adirondack Capital Advisors, LLC in Syracuse, NY and has over 21 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adirondack Capital Advisors, LLC | Syracuse, NY | Feb 2020 - Current | 4 |
| Adirondack Capital Advisors, LLC | Syracuse, NY | Mar 2019 - Feb 2020 | < 1 |
| Adirondack Capital Advisors, LLC | Syracuse, NY | Apr 2018 - Mar 2019 | < 1 |
| Americu Capital Management, LLC | Rome, NY | Apr 2004 - Apr 2018 | 14 |
| Lifemark Securities Corp. | Liverpool, NY | Sep 2011 - Dec 2017 | 6 |
| Americu Credit Union | Rome, NY | May 2003 - Dec 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- NY
-
Total Assets Under Management285MILLIONS
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Total Number of Accounts978ACCOUNTS
-
Average Account Value$291,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, NC, NY, VA
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