Darren
Wilcox

John G. Ullman & Associates, Inc

CRD#5198727
Investment Advisor
in Horseheads, NY

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About this Advisor

Darren Wilcox is a financial advisor based in Horseheads, New York, working with John G. Ullman & Associates, Inc. Darren has previously held a position at John G. Ullman & Associates, Inc and is registered to provide services in New York. Currently, Darren is part of John G. Ullman & Associates, Inc, which operates out of Horseheads, New York. The firm has 3 offices and 56 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John G. Ullman & Associates, Inc includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

343 Daniel Zenker Drive
Horseheads, NY 14845

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John G. Ullman & Associates, Inc Brokerage Details

Total Assets Under Management

$1,262,886,094

NY Average: $7,464,549,021
Total Number of Employees

56

NY Average: 88
Total Number of Accounts

2,297

NY Average: 3,892
Average Account Size

$549,798

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Darren Wilcox Work History

2006 - Present (18 years)

John G. Ullman & Associates, Inc

Disclosures

Please visit the SEC profile of Darren Wilcox 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 John G. Ullman & Associates, Inc

Andrew Baron
Horseheads, NY
Derek Doyle
Rhinebeck, NY
Mason Jones
Horseheads, NY
Lynda Lander
Horseheads, NY
Jakob Brost
Horseheads, NY
Judith Palumbo
Horseheads, NY
Brandi Graham
Horseheads, NY
Darren Wilcox
Horseheads, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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