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Melissa S. Vanderhoof

Fingerlakes Wealth Management, Inc.

Ithaca, NY

CRD 4212452

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Employer firm

Fingerlakes Wealth Management, Inc. CRD 149709

$285M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fingerlakes Wealth Management, Inc.

450 North Aurora Street, Ithaca, NY 14850 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-11
  • NY RA
    APPROVED
    Since 2021-03-11

Branch Locations

450 North Aurora Street, Ithaca, NY 14850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fingerlakes Wealth Managemnet, Inc. Ithaca NY 02/2020 Present
Cayuga Medical Center Ithaca NY 03/2013 01/2020
  • 02/2020 → Present
    Fingerlakes Wealth Managemnet, Inc.
    Ithaca, NY
  • 03/2013 → 01/2020
    Cayuga Medical Center
    Ithaca, NY
Other Businesses

1. COUNTER; NOT INVESTMENT-RELATED; 102 FAIR STREET, ITHACA, NY 14850; PERSONAL CARE; CONSULTANT; START 08/2018; APROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONT DURING TRADING HOURS; SALES. NOT FOR PROFIT: TCPL, TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION, BOARD MEMBER. TOMPKINS COUNTY CHAMBER OF COMMERCE, BOARD MEMBER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-12
  • S65 Uniform Investment Adviser Law Examination
    2020-06-12
Other Names
  • Melissa S. Mccormick

View on SEC IAPD

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