Caruso Mclean & Company, Inc.
Caruso Mclean & Company, Inc. (CRD# 126084) is a financial advisory firm headquartered in Utica, NY. They manage $232,716,590 in 196 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caruso Mclean & Company, Inc.
By the Numbers
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Total Assets Under Management233MILLION
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Total Number of Accounts196ACCOUNTS
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Average Account Value$1,187,330
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Caruso Mclean & Company, Inc.
1
David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
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