RIA Intelligence

MIRSKY FINANCIAL MANAGEMENT CORP.

CRD #166061 SEC #801-77370 ROCHESTER, NY (585) 264-1658
SEC Registered
Total AUM
$277.6M
Discretionary
$260.8M
Employees
11
Clients
251
Accounts
736

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 14, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, SCOTT, MICHAELIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
MIRSKY, DAVID, BRUCEIPRESIDENTNA Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENTD Control
MIRSKY, DAVID, BRUCEIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
MIRSKY, DAVID, BRUCEIPRESIDENTD Control
MIRSKY, DAVID, BRUCEIPRESIDENTD Control
MIRSKY, DAVID, BRUCEIPRESIDENTD Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENTC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALAMONE, BERNARD, LAWRENCEIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Dec 14, 2021 REGISTERED

Notice Filings (5)

CA FL NH NY TX

Address

130C LINDEN OAKS
ROCHESTER, NY 14625
United States
Phone: (585) 264-1658