Advisers in Schenectady, NY

2 advisers in Schenectady — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Acacia Grove Wealth Management242 Union Street, #8 · Schenectady, NY 12305 · (518) 217-5097 · Financial planningCRD 332881 · % of assets, Hourly charges · $41.6 million AUMSEC registeredNo commissions reported Happiness in Retirement1332 Union St. · Schenectady, NY 12308 · (518) 793-3851 · Financial planningCRD 159052 · % of assets, Fixed fees · $192.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Schenectady? 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.