Etfidea, LLC

Etfidea, LLC (CRD# 121188) is a financial advisory firm headquartered in Syracuse, NY. They manage $392,947,887 in 267 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

333 West Washington Street, Suite 500, Syracuse, NY 13202

http://www.etfidea.com

By the Numbers

Total Assets Under Management

393

MILLION
Total Number of Accounts

267

ACCOUNTS
Average Account Value

$1,471,715

Compensation Options

A percentage of assets under your management
Hourly charges
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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Etfidea, LLC

Showing 1 - 2 of 2 top financial advisors.

William T. Kriesel

CRD#: 4054761

333 West Washington Street, Suite 500, Syracuse, NY 13202

William Kriesel (CRD# 4054761) is an Investment Advisor Representative working at Etfidea, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.

Laurie J. Podvin

CRD#: 7792661

1120 Commerce Park Drive, Watertown, NY 13601

Laurie Podvin (CRD# 7792661) is an Investment Advisor Representative working at Etfidea, LLC in Watertown, NY and has 1 year 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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