Platform based on information gathered from users through our online questionnaire. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. The company is legally allowed to serve customers throughout a few states, including Florida and New York. Occam Capital Management, LLC’s headquarters is located at 1303 Marsh Road, Ste 4, Pittsford, New York 14534-1742. The average advisor at Occam Capital Management, LLC administers around 222 client accounts. Occam Capital Management, LLC oversees about $300,586 in assets for every account. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the customer's authorization. Occam Capital Management, LLC manages all of its accounts in a discretionary manner. Securities are tradable financial assets like equities, bonds and options. Occam Capital Management, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Occam Capital Management, LLC has a small team, including 1 financial advisors. It oversees $66.7 million in assets under management over 222 accounts. Occam Capital Management, LLC operates as an advisory firm that has its headquarters in Pittsford, New York.
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