Fingerlakes Wealth Management, Inc.

CRD 149709 · Ithaca, NY · $285.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 149709
SEC number: 801-69987
Firm type: RIA
Assets under management: $285.4M as of Apr 23, 2026
Website: www.linkedin.com/COMPANY/FINGERLAKES-WEALTH-MANAGEMENT ↗
Phone: 607-257-1008
Address: 450 North Aurora Street, Ithaca, NY, 14850

Advisors at this firm

4 in our index · page 1 of 1

Marshall MccormickCRD 6218131 · Ithaca, NY

IA Registered
Susan Devitt MccormickCRD 3074871 · Ithaca, NY

IA RegisteredBroker
Ksenia Dmitrievna TrikozCRD 5545294 · Ithaca, NY

IA RegisteredBroker
Melissa S. VanderhoofCRD 4212452 · Ithaca, NY

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 149709 ↗ FINRA BrokerCheck record for firm CRD 149709 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.