Susan Devitt Mccormick
Investment adviser representative at Fingerlakes Wealth Management, Inc.
17 yearsExperience
2 statesRegistered in
$285.4MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
17 years in the industry.
- Fortune Financial Services, Inc.Jul 2009 to now
- Fingerlakes Wealth Management, Inc.Apr 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Fingerlakes Wealth Management, Inc.
$285.4MAssets managed
592Clients
4Advisers
17 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
- 3074871
- Firm CRD
- 149709