Adirondack Financial Services Corp

Adirondack Financial Services Corp (CRD# 126155) is a financial advisory firm headquartered in Utica, NY. They manage $376,744,723 in 853 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
185 Genesee Street, Suite 210, Utica, NY 13501
https://www.facebook.com/adirondackfinancialservices
By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $441,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, MA, MD, ME, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT

Financial Advisors at Adirondack Financial Services Corp
Showing 1 - 2 of 2 top financial advisors.
1
John Clark, financial advisor Utica NY
John J. Clark
CRD#: 4344180
185 Genesee Street, Suite 210, Utica, NY 13501

John Clark (CRD# 4344180) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.

2
William Locke, financial advisor Utica NY
William F. Locke
CRD#: 1574382
185 Genesee Street, Suite 210, Utica, NY 13501

William Locke (CRD# 1574382) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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