Sip Financial Services

Sip Financial Services (CRD# 144985) is a financial advisory firm headquartered in Glenville, NY. They manage $21,304,302 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
133 Saratoga Road, Suite #5, Glenville, NY 12302
http://www.sipfinancialservices.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $158,987
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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Sip Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Lanny Rosenbaum, financial advisor Glenville NY
Lanny K. Rosenbaum
CRD#: 5352329
133 Saratoga Road, Suite #5, Glenville, NY 12302

Lanny Rosenbaum (CRD# 5352329) is an Investment Advisor Representative working at Sip Financial Services in Glenville, NY and has over 16 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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