Advisers in East Syracuse, NY

5 advisers in East Syracuse — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (3)

All advisers

Bpc Advisors LLC6390 Fly Road, 2nd Floor · East Syracuse, NY 13057 · (315) 430-7700 · Financial planningCRD 284429 · % of assets, Hourly charges, Fixed fees · $158.3 million AUMSEC registeredNo commissions reported Carswell Investments, LLC6320 Fly Road, Suite 205 · East Syracuse, NY 13057 · (800) 510-6693 · Financial planningCRD 158205 · % of assets, Fixed fees · $322.5 million AUMSEC registeredNo commissions reported Pinnacle Capital Management, LLC5845 Widewaters Parkway, Suite 300 · East Syracuse, NY 13057 · (315) 234-9716 · % of assets managedCRD 141661 · % of assets · $300.5 million AUMSEC registeredNo commissions reported Pinnacle Investments, LLC5845 Widewaters Pkwy, Ste 300 · East Syracuse, NY 13057 · (315) 251-1101 · Financial planningCRD 142910 · % of assets, Hourly charges, Other · $1.3 billion AUMSEC registeredNo commissions reported Sinopoli & Sinopoli Financial Services, LLC6323 Fly Road, Suite 1 · East Syracuse, NY 13057 · (315) 474-7500 · Financial planningCRD 118559 · % of assets, Hourly charges, Fixed fees · $15.2 million AUMState registeredNo commissions reported

Talking to advisers in East Syracuse? 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.