Ksenia Dmitrievna Trikoz
Investment adviser representative at Fingerlakes Wealth Management, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Fortune Financial ServicesDec 2025 to now
- Fingerlakes Wealth Management, Inc.Mar 2025 to now
- Verdi Studio LLCApr 2016 to now
- LPL Enterprise, LLCNov 2024 to Feb 2025
- Pruco Securities, LLC.Aug 2024 to Nov 2024
- Plum Street Advisors LLCApr 2022 to May 2024
- Finger Lakes Barns, LLCJun 2021 to Nov 2022
- Baw Enterprises, LLCApr 2021 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5545294
- Firm CRD
- 149709