Caruso Mclean & Company, Inc.

Caruso Mclean & Company, Inc. (CRD# 126084) is a financial advisory firm headquartered in Utica, NY. They manage $227,370,046 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $1,148,334
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

Financial Advisors at Caruso Mclean & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin W. Conway
CRD#: 6083918
130 Lomond Court, Utica, NY 13502

Kevin Conway (CRD# 6083918) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 6 years of experience in the finance industry.

2
David B. Hamlin
CRD#: 6390497
130 Lomond Court, Utica, NY 13502

David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 7 years of experience in the finance industry.

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