Calculated Financial Solutions, LLC

Calculated Financial Solutions, LLC (CRD# 140028) is a financial advisory firm headquartered in Cedarhurst, NY. They manage $9,369,256 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
525 Chestnut Street, Suite 205, Cedarhurst, NY 11516
http://www.pwacpa.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $292,789
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Calculated Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Barry Picker, financial advisor Cedarhurst NY
Barry C. Picker
CRD#: 5112495
525 Chestnut Street, Suite 205, Cedarhurst, NY 11516

Barry Picker (CRD# 5112495) is an Investment Advisor Representative working at Calculated Financial Solutions, LLC in Cedarhurst, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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