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
130 Lomond Court, Utica, NY 13502
http://www.carusomclean.com
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Caruso Mclean & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Hamlin, financial advisor Utica NY
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 9 years 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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