| Focused Financial Solutions |
6564 Ridings Rd, Syracuse, NY 13206 |
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31543xxxx6 |
ric****@f****************.com |
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| Julie Garcia - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx9 |
wms**********@r**.com |
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12409 |
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14000 |
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| Tucker-Haskins and Associates: Daniel Tucker and James Haskins |
6564 Ridings Rd, Syracuse, NY 13206 |
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31544xxxx0 |
inf*@t*************.com |
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| BPAS, Inc. |
706 N Clinton St, Syracuse, NY 13204 |
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86640xxxx2 |
afr********@b***.com |
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| Legacy Wealth Advisors of NY |
6456 Collamer Rd, East Syracuse, NY 13057 |
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31553xxxx0 |
inf*@l*********************.com |
1.01 |
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260 |
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284 |
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| Michael Roberts Associates Inc. • Independent Wealth Management |
6320 Fly Rd #213, East Syracuse, NY 13057 |
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31542xxxx0 |
rro***@m**********.com |
5.02 |
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5 |
7 |
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316 |
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| Robert Brunette - Raymond James |
400 Spencer Street, Syracuse, NY 13204 |
|
31542xxxx6 |
leg************@r***********.com |
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17457 |
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18000 |
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| CNY Asset Management LLC |
1900 W Genesee St, Syracuse, NY 13204 |
|
31564xxxx9 |
inf*@c*****************.com |
3.5 |
30 |
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| Marathon Financial Advisors |
6319 Fly Rd #1, East Syracuse, NY 13057 |
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31544xxxx7 |
d-j***@m**********.com |
5 |
3 |
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89 |
19 |
99 |
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| The Johnston Group - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
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31544xxxx3 |
acc**********@m************.com |
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| The Austin & Alesandro Group - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
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31547xxxx7 |
ale****@u**.com |
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| Diversified Capital Management LLC |
1700 AXA Tower II, 120 Madison St, Syracuse, NY 13202 |
|
31547xxxx1 |
awo****@d***************************.com |
5.02 |
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| The Arkinson Group |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
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31542xxxx6 |
rbc*********@r**.com |
5.01 |
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12409 |
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14000 |
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| Vince Capsello - Financial Advisor, Ameriprise Financial Services, LLC |
5786 Widewaters Pkwy, Syracuse, NY 13214 |
|
31544xxxx3 |
dns*****@a***.com |
5 |
1 |
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| Blue Water Capital Management, LLC |
507 Plum St #102, Syracuse, NY 13204 |
|
31543xxxx0 |
d-j***@b**********.com |
5 |
4 |
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| Fiscal Advisors & Marketing |
250 S Clinton St #502, Syracuse, NY 13202 |
|
31575xxxx1 |
560*************************************@w*****************.com |
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| Dakota Wealth Management |
432 N Franklin St, Syracuse, NY 13204 |
|
31546xxxx0 |
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| Halston J. Association |
1401 James St, Syracuse, NY 13203 |
|
31574xxxx9 |
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4.9 |
8 |
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| Stifel |
5784 Widewaters Pkwy, Syracuse, NY 13214 |
|
31580xxxx7 |
and***************@s*****.com |
5 |
1 |
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4664 |
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5100 |
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| Merrill Lynch Financial Advisor Gregory G Burns |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx5 |
ban********************@m*.com |
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| J W Burns & Company Investment Counsel |
5789 Widewaters Pkwy, Syracuse, NY 13214 |
|
31544xxxx1 |
ade**********@j******.com |
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| Eastgate Financial |
6712 Buckley Rd, Syracuse, NY 13212 |
|
31546xxxx0 |
chr**@e****************.com |
5 |
1 |
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142 |
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| Principal Financial Group |
200 Salina Meadows Pkwy # 100, Syracuse, NY 13212 |
|
31541xxxx4 |
ann************@p********.com |
5 |
1 |
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68249 |
235 |
70000 |
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| Quest Financial Services |
7421 Oswego Rd, Liverpool, NY 13090 |
|
31569xxxx1 |
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5 |
3 |
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| Edelman Financial Engines |
5015 Campuswood Dr Suite 201, East Syracuse, NY 13057 |
|
83375xxxx3 |
a.b*****@e**********************.com |
5.02 |
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18801 |
20 |
20000 |
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| Derrenbacker Shields Financial Group - Northwestern Mutual |
34 Aspen Park Blvd E, East Syracuse, NY 13057 |
|
31567xxxx7 |
nmw********@n*****************.com |
4.52 |
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107321 |
16172 |
108000 |
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| Krueger Advisors, LLC |
2611 Brewerton Rd, Syracuse, NY 13211 |
|
31597xxxx5 |
inf*@k*********.com |
4.9 |
22 |
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| Wells Fargo Advisors |
5789 Widewaters Pkwy, Dewitt, NY 13214 |
|
31544xxxx4 |
agi***@a*.nv |
2.6 |
5 |
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188701 |
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190000 |
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| Arabella Wealth Advisors |
120 E Washington St, Syracuse, NY 13202 |
|
31543xxxx3 |
dav*@a*************.com |
5 |
12 |
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| Everest Consultants, LLC |
443 N Franklin St, Syracuse, NY 13204 |
|
31523xxxx5 |
asp@e*****************.net |
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| OneGroup Retirement Advisors |
706 N Clinton St, Syracuse, NY 13204 |
|
31541xxxx3 |
ali***@o*********.com |
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132 |
10 |
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| FMF&E Wealth Management, LLC |
125 E Jefferson St #920, Syracuse, NY 13202 |
|
31547xxxx5 |
amu*****@f************.com |
5 |
1 |
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85 |
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| Helio Health |
518 James St #240, Syracuse, NY 13203 |
|
31547xxxx3 |
afo*****@h****.health |
3.6 |
30 |
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3868 |
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4200 |
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| Michael A Day - Wilmington Advisors @ M&T |
250 S Clinton St 4th Floor, Syracuse, NY 13202 |
|
31543xxxx8 |
dns******@c********.com |
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93627 |
2286 |
95000 |
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| Quinn Shamlian - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx9 |
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| Merrill Lynch Financial Advisor Jason Capron |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx6 |
aar**********@s*****.com |
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| TIAA Financial Services |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
5 |
1 |
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90759 |
492 |
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| Merrill Lynch Financial Advisor Patrick M Mahar |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx3 |
ban********************@m*.com |
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| The Armory Group - Morgan Stanley |
250 S Clinton St 5th Floor, Syracuse, NY 13202 |
|
31544xxxx5 |
acc**********@m************.com |
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| OMC Financial Services |
5789 Widewaters Pkwy # 10, Syracuse, NY 13214 |
|
31544xxxx0 |
csc***@o*********.com |
5 |
2 |
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| Blue Ocean Strategic Capital, LLC |
333 W Washington St #220, Syracuse, NY 13202 |
|
31547xxxx2 |
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| The Bonadio Group |
432 N Franklin St Suite 60, Syracuse, NY 13204 |
|
31547xxxx4 |
aam******@b******.com |
2 |
4 |
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1600 |
314 |
1700 |
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| Dunuwila Wealth Management |
6881 E Genesee St, Fayetteville, NY 13066 |
|
31544xxxx0 |
ama***@d*******.com |
5 |
9 |
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74 |
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| Key Private Bank |
201 S Warren St 4th Floor, Syracuse, NY 13202 |
|
31542xxxx0 |
ale*************@k**.com |
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| Richard Ayres - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx4 |
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| Retirement Consulting Group |
890 E Brighton Ave, Syracuse, NY 13205 |
|
31521xxxx7 |
geo************@l**.com |
5 |
1 |
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| Brackens Financial Solutions Network, LLC |
250 S Clinton St suite 110, Syracuse, NY 13202 |
|
31593xxxx9 |
chr***************@b**********.com |
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525 |
2 |
561 |
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| John Shamlian - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx3 |
rbc*********@r**.com |
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|
12409 |
|
14000 |
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| Wealth Resources Network |
706 N Clinton St, Syracuse, NY 13204 |
|
31547xxxx3 |
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| L R Vassallo & Associates |
120 E Washington St #1003, Syracuse, NY 13202 |
|
31543xxxx3 |
leo*@l*******************.com |
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| Robert Will - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx1 |
wms**********@r**.com |
5 |
1 |
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|
12409 |
|
14000 |
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|
| The Liberty Group - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31544xxxx4 |
acc**********@m************.com |
|
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| Custom Wealth Management |
125 E Jefferson St, Syracuse, Ny 13202 |
|
31575xxxx0 |
and*********@t******.com |
|
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|
179 |
|
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|
| The Rulison Group - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31544xxxx0 |
int**********@m************.com |
|
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|
| Merrill Lynch Financial Advisor Lisa Germain |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx8 |
aar**********@s*****.com |
|
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|
| Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3504 James St, Syracuse, NY 13206 |
|
31544xxxx1 |
dns*****@a***.com |
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|
| MassMutual New York State - New York State Satellite Office |
250 S Clinton St Studio, Syracuse, NY 13202 |
|
31544xxxx0 |
|
3 |
2 |
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| Merrill Lynch Financial Advisor William A Maffei |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx2 |
ban********************@m*.com |
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| Creative Strategies for Modern Wealth Group - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx0 |
abc*******@u**.com |
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| Charles Schwab |
5788 Widewaters Pkwy Ste D8, Dewitt, NY 13214 |
|
80064xxxx0 |
bil******@s*****.com |
2.7 |
3 |
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| Strategic Financial Services |
5788 Widewaters Pkwy, Syracuse, NY 13214 |
|
31544xxxx9 |
acc********@i**************.com |
5.01 |
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| Janney Montgomery Scott LLC |
5784 Widewaters Pkwy #2, Syracuse, NY 13214 |
|
31544xxxx0 |
adi******@j*****.com |
5.02 |
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1672 |
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1800 |
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| Sandra Bennett - TIAA Wealth Management Advisor |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
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90986 |
517 |
92000 |
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| Christopher Lobo - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx3 |
joh*******@c*.rbcwealthmanagement |
5.02 |
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12409 |
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14000 |
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| Hill & Associates Financial Services, Inc. |
5793 Widewaters Pkwy, Syracuse, NY 13214 |
|
31523xxxxxxx2 |
asc**@a*.cadaretgrant |
5 |
1 |
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| Merrill Lynch Financial Advisor Kevin T O'Connor |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx3 |
ban********************@m*.com |
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| PBJ Wealth Management Llc |
2700 Bellevue Ave, Syracuse, NY 13219 |
|
31542xxxx5 |
lho****@p********.com |
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| Jeffrey Watson - TIAA Wealth Management Advisor |
250 S Clinton St #310, Syracuse, NY 13202 |
|
86669xxxx1 |
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| SageView Advisory Group |
6702 Buckley Rd Suite 1050, Syracuse, NY 13212 |
|
31547xxxx2 |
ane**@s***************.com |
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151 |
6 |
159 |
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| Salt City Financial Advisors |
109 Draper Ave, Syracuse, NY 13219 |
|
31584xxxx4 |
aba***@s*********.com |
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| UBS Financial Services: Michael Abraham, Branch Manager |
440 S Warren St, Syracuse, NY 13202 |
|
31547xxxx0 |
abc*******@u**.com |
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| HighPoint Advisors |
5900 N Burdick St Ste 100, East Syracuse, NY 13057 |
|
31562xxxx4 |
alo****@h***********.com |
5 |
2 |
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| Planned Results Inc. |
400 Spencer St, Syracuse, NY 13204 |
|
31542xxxx6 |
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5 |
3 |
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| Colette Powers - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx7 |
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| Mike Stanton, Jr. - Equitable Advisors |
120 Madison St #1900, Syracuse, NY 13202 |
|
31542xxxx3 |
mic************@e********.com |
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| Merrill Lynch Financial Advisor Richard L Neal |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx8 |
ban********************@m*.com |
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| Lisa Miller | Equitable Advisors |
120 Madison St #1900, Syracuse, NY 13202 |
|
31542xxxx3 |
atr*********@e********.com |
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| JBS Asset Management |
100 Madison St Suite 1230, Syracuse, NY 13202 |
|
31524xxxx1 |
con****@j****.com |
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9 |
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12 |
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| S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries |
100 Elwood Davis Rd 2nd Floor, Syracuse, NY 13212 |
|
31587xxxx0 |
fco********@s*****.com |
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| Molinari / Satalin - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx9 |
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| Ronald Kelly - TIAA Wealth Management Advisor |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
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90986 |
517 |
92000 |
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| Merrill Lynch Financial Advisor David A Schneid |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx4 |
ban********************@m*.com |
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| Madison Financial Planning Group |
525 Plum St #101, Syracuse, NY 13204 |
|
31587xxxx3 |
car********@m*********.com |
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44 |
15 |
49 |
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| Ronald Kelly - TIAA Wealth Management Advisor |
250 S Clinton St, Syracuse, Ny 13202 |
|
86669xxxx1 |
dfi********@t***.org |
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90986 |
517 |
92000 |
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| Meridian Wealth Management |
5015 Campuswood Dr Suite 103, East Syracuse, NY 13057 |
|
31593xxxx0 |
inf*@m**********.com |
5.02 |
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| MJC Financial Services |
2201 James St, Syracuse, NY 13206 |
|
31529xxxx1 |
ana***@g****.com |
5 |
2 |
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| Adirondack Capital Advisors |
528 Plum St #200, Syracuse, NY 13204 |
|
31543xxxx7 |
jca******@a*****************.com |
5 |
1 |
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| Debra Del Nero - Financial Advisor, Ameriprise Financial Services, LLC |
3504 James St, Syracuse, NY 13206 |
|
87729xxxx9 |
deb************@a***.com |
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| Sterling Financial Group, LLC |
913 Old Liverpool Rd suite e, Liverpool, NY 13088 |
|
31569xxxx4 |
a.r****@s**********.com |
5 |
1 |
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5 |
5 |
408 |
10 |
410 |
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| PBJ Wealth Management |
2700 Bellevue Ave, Syracuse, NY 13219 |
|
31542xxxx5 |
jsm***@p********.com |
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| Ameriprise Financial Services, Inc. - Brian S. Turner |
120 E Washington St # 926, Syracuse, NY 13202 |
|
31521xxxx1 |
bri***********@a***.com |
5 |
1 |
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368 |
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| Dakota Wealth Management |
432 N Franklin St #80, Syracuse, NY 13204 |
|
31547xxxx0 |
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| Crossbridge Financial Group of CNY |
6564 Ridings Rd, Syracuse, NY 13206 |
|
31541xxxx9 |
joh*@c*************.com |
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| Bombard Cavanaugh Financial Group of Wells Fargo Advisors |
500 Plum St, Syracuse, NY 13204 |
|
87747xxxx9 |
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| Kent Schmidt - Private Advisor Group |
6702 Buckley Rd Suite 110A, Syracuse, NY 13212 |
|
31570xxxx3 |
ann*************@l**.com |
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| Dusckas Advisory Group Llc |
231 Salina Meadows Pkwy #180, Syracuse, NY 13212 |
|
31521xxxx5 |
inf*@d*****.com |
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| Hazard & Siegel |
5793 Widewaters Pkwy Suite 200, Syracuse, NY 13214 |
|
31541xxxx2 |
ajo****@h***********.com |
5.01 |
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144 |
2 |
148 |
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| Disciplined Capital Management |
220 S Warren St 10th Floor, Syracuse, NY 13202 |
|
31547xxxx0 |
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| Heritage Financial Partners |
333 W Washington St #220, Syracuse, NY 13202 |
|
|
d.j***@h************************.com |
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27 |
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| Diversified Wealth Strategies, LLC |
5760 Commons Park, East Syracuse, NY 13057 |
|
31544xxxx0 |
c18*****************************@s*****.wixpress |
5 |
2 |
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6 |
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| Morgan Stanley Financial Advisors |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31546xxxx0 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor David Towers |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx1 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Samantha Jebbett |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx6 |
aar**********@s*****.com |
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|
| Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners |
220 S Warren St, Syracuse, NY 13202 |
|
31567xxxx8 |
ada*@r***************.com |
5 |
4 |
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|
1241 |
81 |
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| Armory Capital Management, LLC |
110 W Fayette St, Syracuse, NY 13202 |
|
31570xxxx2 |
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| Merrill Lynch Wealth Management |
205 S Salina St., Ste 300, Syracuse, NY 13202 |
|
31542xxxx3 |
ban********************@m*.com |
|
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4 |
1 |
| Robert Polak - TIAA Wealth Management Advisor |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
|
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|
90986 |
517 |
92000 |
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| CNM Wealth Group |
2509 James St Unit 277, Syracuse, NY 13206 |
|
20290xxxx4 |
|
5 |
1 |
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|
| Merrill Lynch Financial Advisor Gary J. Allen |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx9 |
ban********************@m*.com |
|
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| Armory Square Wealth Management |
136 Walton St, Syracuse, NY 13202 |
|
31538xxxx2 |
|
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| Wilmington Trust |
250 S Clinton St 4th Floor, Syracuse, NY 13202 |
|
31542xxxx1 |
aam****@w**************.com |
|
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| Rock Ridge Wealth LLC |
State Tower Building, 109 S Warren St Box 8, Syracuse, NY 13202 |
|
31568xxxx8 |
jba*********@r*****************.com |
|
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|
| Merrill Lynch Financial Advisor Cheryl B Mcleod |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx8 |
ban********************@m*.com |
|
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| Rialto Wealth Management |
126 N Salina St Ste 404, Syracuse, NY 13202 |
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31599xxxx9 |
inf*@r***********.com |
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| Justin Owens |
7941 Brewerton Rd, Cicero, NY 13039 |
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31544xxxx6 |
jus*********@c*****************.com |
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| Financial Plaza |
221 S Warren St, Syracuse, NY 13202 |
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31542xxxx1 |
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4.4 |
7 |
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| Merrill Lynch Financial Advisor Joan Q Simmonds |
205 S Salina St #300, Syracuse, NY 13202 |
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31542xxxx5 |
bri************@b***.com |
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| Matt Dauksza - Excelsior Wealth Partners |
225 Wilkinson St #107, Syracuse, NY 13204 |
|
31590xxxx7 |
aha******@e**********.com |
4.5 |
8 |
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5 |
12 |
151 |
4 |
173 |
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| O'Connor Capital Management, LLC |
120 Walton St, Syracuse, NY 13202 |
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31557xxxx5 |
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| Brill Securities Inc |
120 E Genesee St, Syracuse, NY 13202 |
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31542xxxx0 |
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| Evolution Retirement Solutions, LLC |
920 Spencer St, Syracuse, NY 13204 |
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31545xxxx4 |
ahi********@e************.com |
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| Blue Ridge Financial Services |
5790 Widewaters Pkwy, Syracuse, NY 13214 |
|
31575xxxx2 |
Bi**@T********************.com |
5.01 |
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5 |
24 |
254 |
7 |
260 |
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| BPC Advisors |
6390 Fly Rd, East Syracuse, NY 13057 |
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31543xxxx0 |
bxx******@b**********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Gregory F Perry |
205 S Salina St #300, Syracuse, NY 13202 |
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31542xxxx2 |
ban********************@m*.com |
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| RBC Wealth Management Branch - Syracuse |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx0 |
wms**********@r**.com |
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12409 |
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14000 |
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| Iris Monarch, MBA - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31546xxxx7 |
acc**********@m************.com |
4.8 |
4 |
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| The Pluff Wealth Management Group |
5786 Widewaters Parkway, Suite 2, Syracuse, NY 13214 |
|
31542xxxx4 |
car********@r**.com |
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| Merrill Lynch Financial Advisor Peter J Simmonds |
205 S Salina St #300, Syracuse, NY 13202 |
|
31542xxxx0 |
bri************@b***.com |
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| Cadaret, Grant & Co., Inc. |
100 Madison St, Syracuse, NY 13202 |
|
80028xxxx1 |
aba****@c***********.com |
3 |
4 |
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| Michael Abraham, CFP® - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx8 |
abc*******@u**.com |
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| Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC |
7555 Morgan Rd Ste 1, Liverpool, NY 13090 |
|
31587xxxx3 |
chr**************@a***.com |
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| Matthew E Frechette - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31544xxxx4 |
acc**********@m************.com |
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| Pinnacle Investments, LLC. The Sedgwick Group |
531 Oak St, Syracuse, NY 13203 |
|
31529xxxx4 |
bbs***@p******************.com |
1 |
1 |
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590 |
79 |
611 |
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| Hansen's Advisory Services, Inc |
7067 E Genesee St, Fayetteville, NY 13066 |
|
31563xxxx3 |
gay**@h**************.com |
3 |
2 |
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281 |
15 |
299 |
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| James F Prioletti - Financial Advisor, Ameriprise Financial Services, LLC |
241 E Genesee St, Syracuse, NY 13202 |
|
31523xxxx1 |
dns*****@a***.com |
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| UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx0 |
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3 |
2 |
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| Jim Harris - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31546xxxx4 |
int**********@m************.com |
5 |
1 |
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| Frank P Arkinson - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx6 |
joh*******@c*.rbcwealthmanagement |
5.01 |
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12409 |
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14000 |
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| The Seneca Group - UBS Financial Services Inc. |
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202 |
|
31547xxxx5 |
abc*******@u**.com |
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| Excelsior Wealth Partners |
225 Wilkinson St, Syracuse, NY 13204 |
|
31530xxxx8 |
aha******@e**********.com |
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5 |
12 |
| Northwestern Mutual |
34 Aspen Park Blvd, East Syracuse, NY 13057 |
|
31543xxxx0 |
ade********@n*.com |
4.5 |
2 |
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| Keim Asset Management |
5788 Widewaters Pkwy, Syracuse, NY 13214 |
|
31570xxxx0 |
dke**@k******************.com |
5.02 |
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| Estella TaylorGreene - TIAA Wealth Management Advisor |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
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90986 |
517 |
92000 |
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| Vavonese Financial Services, LLC |
432 N Franklin St, Syracuse, NY 13204 |
|
31567xxxx7 |
jva******@f*************.com |
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| Retirement Income Analysts, LLC |
892 E Brighton Ave, Syracuse, NY 13205 |
|
31570xxxx0 |
cc@r************.com |
5 |
3 |
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47 |
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46 |
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| Urist Financial and Retirement Planning, Inc. |
5730 Commons Park, East Syracuse, NY 13057 |
|
31544xxxx7 |
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5 |
3 |
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| IBN Financial Services Inc |
404 Old Liverpool Rd, Liverpool, NY 13088 |
|
31565xxxx6 |
ajo******@i*********.com |
5 |
4 |
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| Wells Fargo Advisors |
500 Plum St, Syracuse, NY 13204 |
|
31547xxxx0 |
agi***@a*.nv |
4.3 |
3 |
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188701 |
|
190000 |
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| Patricia R Black - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31544xxxx3 |
acc**********@m************.com |
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| SCM Wealth Management - UBS Financial Services Inc. |
440 South Warren Street, The Galleries, 6th Floor, Syracuse, NY 13202 |
|
31547xxxx6 |
abc*******@u**.com |
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| Reanna Wenham - TIAA Wealth Management Advisor |
250 S Clinton St Suite 310, Syracuse, NY 13202 |
|
86669xxxx1 |
acc******************@t***.org |
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90986 |
517 |
92000 |
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| Tucker Haskins & Associates |
6564 Ridings Rd, Syracuse, NY 13206 |
|
80064xxxx8 |
inf*@t*************.com |
5 |
1 |
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| Syracuse Wealth Management |
8135 Soule Rd, Liverpool, NY 13090 |
|
31592xxxx0 |
aud***@s*************.com |
5 |
10 |
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112 |
2 |
123 |
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| CenterBridge Planning Group |
443 N Franklin St, Syracuse, NY 13204 |
|
31576xxxx5 |
lcr****@c*************.com |
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53 |
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62 |
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| Excelsior Wealth Partners | Investment Advisors, Financial Planners |
225 Wilkinson St #107, Syracuse, NY 13204 |
|
31530xxxx8 |
inf*@e**********.com |
5 |
40 |
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5 |
12 |
151 |
4 |
173 |
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| Marcia Irvin - RBC Wealth Management Financial Advisor |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31594xxxx0 |
wms**********@r**.com |
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|
12409 |
|
14000 |
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| Custom Wealth Management |
125 E Jefferson St #1510, Syracuse, NY 13202 |
|
31547xxxx1 |
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| The Lord Monarch Group - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31546xxxx6 |
int**********@m************.com |
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| Buchan Wealth Management Group |
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214 |
|
31542xxxx5 |
gra*********@r**.com |
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|
12409 |
|
14000 |
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| Prestige Wealth Management Group, Llc |
1031 W Genesee St, Syracuse, NY 13204 |
|
31541xxxx7 |
jas**@p****************************.com |
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| The Brown - Moore Group - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31546xxxx8 |
acc**********@m************.com |
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| Anthony Stevens |
120 Madison St, Syracuse, NY 13202 |
|
31542xxxx7 |
joh*@a**************.com |
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| Gary Rossi - Morgan Stanley |
250 S Clinton St Ste 500, Syracuse, NY 13202 |
|
31544xxxx9 |
acc**********@m************.com |
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