FINGERLAKES WEALTH MANAGEMENT, INC. of ITHACA, NY is an SEC-registered investment adviser (CRD 149709). Regulatory assets under management: $285.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Susan Devitt Mccormick | CHIEF EXECUTIVE OFFICER & FOUNDER | — |
| Marshall Mccormick | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | Ithaca, NY |
| Melissa S Vanderhoof | MANAGING PARTNER | — |
| BURNS JAMES JOSEPH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MCCORMICK SUSAN DEVITT | CEO & FOUNDER; CEO, FOUNDER & CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER & FOUNDER (+1 more) | — |
| MCCORMICK MARSHALL | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| VANDERHOOF MELISSA S | MANAGING PARTNER | — |
| Melissa S. Vanderhoof | MANAGING PARTNER | — |