Fingerlakes Wealth Management, Inc.

Fingerlakes Wealth Management, Inc. (CRD# 149709) is a financial advisory firm headquartered in Ithaca, NY. They manage $65,600,000 in 576 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $113,889
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NY, TX

Financial Advisors at Fingerlakes Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Susan D. McCormick
CRD#: 3074871
450 North Aurora Street, Ithaca, NY 14850
93
Wealthminder
score

Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 19 years of experience in the finance industry.

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