Cynthia Zalewsky
Cynthia Zalewsky is a CFP-designated registered investment advisor at Saratoga Investment Solutions INC., based in Saratoga Springs, NY, with 4 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 49 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saratoga Investment Solutions works with clients on a retainer or consulting basis. Retainer clients require a full-service platform inclusive of investment advisory services and ongoing financial life planning. Consulting clients receiving portfolio management services are charged hourly.
Contact
Cynthia Zalewsky
Location
60 Railroad Place, Suite 206, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Saratoga Investment Solutions INC.
State Registrations1 state
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