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Marshall Mccormick

Fingerlakes Wealth Management, Inc.

Ithaca, NY

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Current Employers
Fingerlakes Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-21
  • NY RA
    APPROVED
    Since 2021-05-21

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 08/2013 Present
  • 08/2013 → Present
    Fingerlakes Wealth Managemnet, Inc.
    Ithaca, NY
Other Businesses

1. FINGER LAKE REUSE; DIRECTOR, BOARD OF DIRECTORS; 214 ELMIRA RD ITHACA, NY 14850; NOT INVESTMENT-RELATED; NOT FOR PROFIT IN MATERIALS MANAGEMENT; APPROXIMATELY 3 HOURS PER MONTH; APPROXIMATELY 2 HOURS PER MONTH DURING TRADING HOURS; ATTEND BOARD MEETINGS, INVOLVED IN FUNDRAISING. NOT FOR PROFIT CENTER OF COMMUNITY TRANSPORTATION, BOARD OF DIRECTORS, APPROXIMATELY 3 HOURS PER MONTH DURING TRADING HOURS. 2. SHORT TERM RENTALS;110 SOUTH ST. ITHACA, 14850, 8 LADOGA PARK RD, LANSING 14882, NY; OWN PROPERTY, MANAGE RENTALS, APPROVE NEW BOOKINGS; 4 HOURS PER MONTH NOT DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-15
  • S65 Uniform Investment Adviser Law Examination
    2013-08-15
Designations

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