Continuum Wealth Advisors, LLC

Continuum Wealth Advisors, LLC (CRD# 152895) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $125,611,530 in 418 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $300,506
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
  • 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.

FL, NY

Financial Advisors at Continuum Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen M. Cutting-Miller
CRD#: 3259043
18 Division St., Suite 207b, Saratoga Springs, NY 12866
93
Wealthminder
score

Stephen Cutting-Miller (CRD# 3259043) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry.

2
Jennifer L. Henry
CRD#: 2899719
18 Division St., Suite 207b, Saratoga Springs, NY 12866
93
Wealthminder
score

Jennifer Henry (CRD# 2899719) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.

3
Timothy M. Smith
CRD#: 2412402
18 Division St., Suite 207b, Saratoga Springs, NY 12866
93
Wealthminder
score

Timothy Smith (CRD# 2412402) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry.

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