Saratoga Investment Solutions Inc.

Saratoga Investment Solutions Inc. (CRD# 124949) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $38,600,000 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
60 Railroad Place, Suite 206, Saratoga Springs, NY 12866
https://saratogainvestmentsolutions.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $197,949
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Saratoga Investment Solutions Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia Zalewsky, financial advisor Saratoga Springs NY
Cynthia E. Zalewsky
CRD#: 3094117
60 Railroad Place, Suite 206, Saratoga Springs, NY 12866

Cynthia Zalewsky (CRD# 3094117) is an Investment Advisor Representative working at Saratoga Investment Solutions Inc. in Saratoga Springs, NY and has over 25 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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