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
By the Numbers
-
Total Assets Under Management393MILLION
-
Total Number of Accounts267ACCOUNTS
-
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
1
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.
2
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.
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