Christopher
Berg
Adirondack Capital Advisors, LLC
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About this Advisor
Christopher Berg is a financial advisor who works out of Syracuse, New York who has 2 years of industry experience. Berg is on the advisory team at Adirondack Capital Advisors, LLC. Over the course of their career, they have held roles at Americu Capital Management, LLC, Lifemark Securities Corp, Americu Credit Union and Adirondack Capital Advisors, LLC. Berg maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Adirondack Capital Advisors, LLC is a financial advisory business that has its headquarters in Syracuse, NY. It manages $251 million in total assets among its 819 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 819 customer accounts, 24% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees charged by Adirondack Capital Advisors, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adirondack Capital Advisors, LLC Brokerage Details
$251,135,100
5
819
$306,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Christopher Berg Work History
Christopher has been registered as a financial advisor for 2 years.*
Adirondack Capital Advisors, LLC
Adirondack Capital Advisors, LLC
Adirondack Capital Advisors, LLC
Lifemark Securities Corp
Americu Capital Management, LLC
Americu Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Berg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adirondack Capital Advisors, LLC
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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