John C. Saunders
Professional summary
John Charles Saunders is a registered financial advisor currently at JOHN C. SAUNDERS, C.P.A., P.C. located in Rochester, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Charles Saunders's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2021 - Present
JOHN C. SAUNDERS, C.P.A., P.C.
Office #1: 99 Park Avenue Ste. B, Rochester, NY 14607September 16, 2011 - January 2, 2015
LIFEMARK SECURITIES CORP.
January 21, 2009 - September 20, 2011
LEIGH BALDWIN & CO., LLC
January 6, 2009 - January 20, 2009
ENSEMBLE FINANCIAL SERVICES, INC.
December 20, 2001 - December 10, 2008
PREFERRED HOLDING CORPORARTION
November 8, 2000 - October 31, 2001
LIFEMARK SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2021)
Exams
Current Firm
JOHN C. SAUNDERS, C.P.A., P.C.
CRD#: 170706 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 2,958,201 |
Red Flags
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Company Information
JOHN C. SAUNDERS, C.P.A., P.C.
CRD#: 170706Rochester, NY 14607TRUST BUT VERIFY
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