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Frances J Parent

Investment adviser representative at Adirondack Financial Services Corp
41 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$461.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

41 years in the industry.

  1. Adirondack Financial Services CorpDec 2022 to now
  2. Hazard & Siegel IncFeb 2016 to now
  3. Greenleaf Contracting, Inc.Sep 2003 to now
  4. Sagamore InstituteFeb 1991 to now
  5. Finders KeepersMar 1985 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 1 state (NY).

Adirondack Financial Services Corp

$461.8MAssets managed
649Clients
3Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2191132
Firm CRD
126155
Advisor's SEC record (opens in a new tab)
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