Richard Finelli is a registered investment advisor at Graney& King, LLC, based in Latham, NY, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 735 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Graney & King offers investment management services. The maximum annual fee charged will not exceed 1.75%. Clients using LPL Financial Sponsored Advisory Programs may be subject to higher maximum fees. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter. Fees are negotiable and will be deducted from the account.
Location
623 Loudon Road Br#3, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard has a CPA practice, Richard Finelli, CPA, and dedicates nearly all of his time to it.
Employment History
Current Registrations
Graney& King, LLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations1 state
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