AdvisorCensus / Financial advisors / New York / Binghamton, NY / Charles Schwab
Financial advisors in Binghamton, NY using Charles Schwab
3 SEC-registered investment advisory firms headquartered in the Binghamton, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Lesko Securities, Inc. | Vestal | SEC-registered investment adviser | $500 million to $1 billion |
| S.e.e.d. Planning Group, LLC | Binghamton | SEC-registered investment adviser | $500 million to $1 billion |
| Voss Wealth Management | Endicott | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Binghamton, NY using Charles Schwab. https://advisorcensus.com/advisors/ny/binghamton/custodians/charles-schwab https://advisorcensus.com/advisors/ny/binghamton/custodians/charles-schwab