Advisers in Dewitt, NY

6 advisers in Dewitt — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Greg Jennings, LLC5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 446-8720 · Hourly feesCRD 341031 · % of assets, Hourly charges · $183.1 million AUMSEC registeredNo commissions reported Hazard & Siegel Advisory Services LLC5793 Widewaters Parkway, Suite 200 · Dewitt, NY 13214 · (315) 414-0722 · Financial planningCRD 151462 · % of assets, Hourly charges, Fixed fees · $449.8 million AUMSEC registeredNo commissions reported J.w.burns & Company, INC.5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 449-1341 · Financial planningCRD 107835 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported Omc Financial Services LTD5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 446-8720 · Hourly feesCRD 110528 · % of assets, Hourly charges · $328.5 million AUMSEC registeredNo commissions reported R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors5784 Widewaters Parkway, First Floor · Dewitt, NY 13214 · (315) 218-7350 · Financial planningCRD 143462 · % of assets · $159.1 million AUMSEC registeredNo commissions reported Sterling Imc104 Jamesville Road · Dewitt, NY 13214 · (315) 423-9700 · % of assets managedCRD 107706 · % of assets · $4.9 million AUMState registeredNo commissions reported

Talking to advisers in Dewitt? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.