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Marshall McCormick

Managing Partner & Chief Compliance OfficerFingerlakes Wealth Management, Inc.CRD 6218131

About Marshall McCormick

Marshall McCormick is listed as Managing Partner & Chief Compliance Officer at Fingerlakes Wealth Management, Inc. in Ithaca, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Fingerlakes Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Marshall McCormick work?

Marshall McCormick is listed as Managing Partner & Chief Compliance Officer at Fingerlakes Wealth Management, Inc. on SEC Form ADV.

How much of Fingerlakes Wealth Management, Inc. does Marshall McCormick own?

Form ADV reports a beneficial ownership band of Under 5%.

Fingerlakes Wealth Management, Inc.

TitleManaging Partner & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
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