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Christopher William Berg

Adirondack Capital Advisors, LLC

Syracuse, NY

CRD 4510789

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Employer firm

Adirondack Capital Advisors, LLC CRD 133305

$422M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Adirondack Capital Advisors, Llc

528 Plum Street Suite 200, Syracuse, NY 13204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-15
  • NY RA
    APPROVED
    Since 2021-03-15

Branch Locations

528 Plum Street Suite 200, Syracuse, NY 13204 • 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
Americu Capital Management, Llc Rome NY 04/2004 04/2018
Lifemark Securities Corp. Liverpool NY 09/2011 12/2017
Americu Credit Union Rome NY 05/2003 12/2016
Adirondack Capital Advisors, Llc Syracuse NY 04/2018 03/2019
Adirondack Capital Advisors, Llc Syracuse NY 03/2019 02/2020
Adirondack Capital Advisors, Llc Syracuse NY 02/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-15
S66 Uniform Combined State Law Examination 2002-07-13
  • S65 Uniform Investment Adviser Law Examination
    2021-03-15
  • S66 Uniform Combined State Law Examination
    2002-07-13
Other Names
  • Chris Berg

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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Nearby Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN

Nearby Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY

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