ADIRONDACK RETIREMENT SPECIALISTS, INC.
Legal name: ADIRONDACK RETIREMENT SPECIALISTS
CRD #132345 SEC #801-74527 QUEENSBURY, NY 518-761-6184
SEC Registered
Total AUM
$217.5M
Discretionary
$213.5M
Employees
6
Clients
11
Accounts
995
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BERGER, SEAN, LEWIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ADAM, MICHAEL | I | SHAREHOLDER | D | Control |
| MARK, ADAM, MICHAEL | I | VICE PRESIDENT | D | Control |
| MARK, ADAM, MICHAEL | I | VICE PRESIDENT | D | Control |
| MARK, ADAM, MICHAEL | I | VICE PRESIDENT | D | Control |
| MARK, ADAM, MICHAEL | I | VICE PRESIDENT | D | Control |
| MARK, ADAM, MICHAEL | I | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Apr 14, 2023 REGISTERED
Notice Filings (4)
CA FL NY TX
Address
351 BAY ROADQUEENSBURY, NY 12804
United States
Phone: 518-761-6184