Marshall
Mccormick
Fingerlakes Wealth Management, Inc
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About this Advisor
Marshall Mccormick is a financial advisor based in Ithaca, New York, working with Fingerlakes Wealth Management, Inc. Marshall has previously held a position at Fingerlakes Wealth Management, Inc. Marshall has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Marshall is part of Fingerlakes Wealth Management, Inc, which operates out of Ithaca, New York. The firm has 3 employees and manages assets totaling $184.5 million. The firm 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Fingerlakes Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fingerlakes Wealth Management, Inc Brokerage Details
$184,536,327
3
1,374
$134,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Marshall Mccormick Work History
Fingerlakes Wealth Managemnet, Inc
Disclosures
Please visit the SEC profile of Marshall Mccormick 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 Fingerlakes Wealth Management, Inc
Ithaca, NY
Ithaca, NY
Ithaca, NY
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