AdvisorCensus / Financial advisors / New York / Syracuse, NY / Fidelity Investments
Financial advisors in Syracuse, NY using Fidelity Investments
4 SEC-registered investment advisory firms headquartered in the Syracuse, NY metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Carswell Investments, LLC | East Syracuse | SEC-registered investment adviser | $100 million to $500 million |
| Hazard & Siegel Advisory Services LLC | Dewitt | SEC-registered investment adviser | $100 million to $500 million |
| Newman Ladd Capital Advisors, LLC. | Camillus | SEC-registered investment adviser | $100 million to $500 million |
| Shope Advisors Group | Camillus | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Syracuse, NY using Fidelity Investments. https://advisorcensus.com/advisors/ny/syracuse/custodians/fidelity https://advisorcensus.com/advisors/ny/syracuse/custodians/fidelity