How trustworthy is your Financial Advisor?
CHECK FOR RED FLAGS
See the full picture before you decide
Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.
GET TO KNOW Cyril
OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST
(1) RENTAL PROPERTIES; ADDRESS: WATERTOWN, NY; BUSINESS DESCRIPTION: RENTAL PROPERTIES; NOT INVESTMENT RELATED; START DATE: 05/01/2013; CAPACITY: SOLE PROPRIETOR; DUTIES: COLLECT RENT AND HIRE SOMEONE FOR REPAIRS; HOURS DEVOTED PER WEEK: 2; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) SISTERS OF ST JOSEPH; ADDRESS: WATERTOWN, NY; BUSINESS DESCRIPTION: SISTERHOOD; NOT INVESTMENT RELATED; START DATE: 05/01/2014; CAPACITY: COMMITTEE/COUNCIL MEMBER; DUTIES: ADVISE THE SISTERS ON THEIR INVESTMENT POLICY, SPENDING POLICY, MONEY MANAGERS; HOURS DEVOTED PER WEEK: .10; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (3) Name: YMCA Address: WASHINGTON STREET, WATERTOWN, NY Business Description: YMCA Business is not investment related Projected Start Date: 11/01/20 Capacity: Board of Directors * Duties Performed: SERVE ON THE GENERAL BOARD I WILL MOST LIKELY BE ASSIGNED TO THEIR FINANCE COMMITTEE Devoted to this OBA per Month: 1 to 2 meetings per month Hours Devoted to this OBA during business hours: 1
FIRM INFORMATION
Some financial advisors may work at more than one firm. Click view work history below to review their data.
GET PROTECTED WITH ADVISORCHECK
At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
