Caruso Mclean & Company, Inc.

Caruso Mclean & Company, Inc. (CRD# 126084) is a financial advisory firm headquartered in Utica, NY. They manage $176,912,000 in 340 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $520,329
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, OH

Financial Advisors at Caruso Mclean & Company, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen L. Caruso
CRD#: 2729658
130 Lomond Court, Utica, NY 13502
93
Wealthminder
score

Stephen Caruso (CRD# 2729658) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 20 years of experience in the finance industry.

2
Lori A. Glennon
CRD#: 1108918
130 Lomond Court, Utica, NY 13502
93
Wealthminder
score

Lori Glennon (CRD# 1108918) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 32 years of experience in the finance industry.

3
Gregory B. McLean
CRD#: 722787
130 Lomond Court, Utica, NY 13502
83
Wealthminder
score

Gregory McLean (CRD# 722787) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.