Straub Young & Stout Inc

Welcome to Merrill Lynch in Syracuse, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Disciplined Capital Management is an independent registered investment advisor based in Syracuse, NY, with nearly $500 million in assets under management. With a team that brings together extensive experience from corporate, financial, academic, and not-for-profit circles, the firm applies a disciplined, proven, and responsible investment philosophy to serve the unique needs of institutions, foundations, and endowments. Their investment approach is grounded in academic research, focusing on capital markets' long-term performance, risk allocation among asset classes, and constructing portfolios with specific expected return-risk characteristics at the lowest cost. Led by Robert J. Ryan, Ph.D., who has over twenty years of experience in corporate finance and academia, the team at Disciplined Capital Management is committed to designing and developing investment ideas that align with their clients' financial portfolios. Craig Buckhout, with a background in corporate finance, applies institutional investment principles to help clients achieve their goals, regardless of the size of their portfolio. Adam Gagas, with expertise in fundamental investment research and asset management, brings over 15 years of experience in analyzing companies across various market sectors and industries. Sharon Craig, the Director of Client Relations and Chief Compliance Officer, joined the firm with over thirty years of banking experience, ensuring strong client relationships and compliance with regulations. Generated from the website

Diversified Capital Management, LLC is a trusted financial organization based in Syracuse, NY, offering a wide range of financial products and services from leading carriers. With a team of experienced professionals, they provide personalized assistance in identifying clients' needs and objectives, conducting a detailed analysis of their current situation, and offering tailored recommendations to achieve their financial goals. They offer a diverse portfolio of load and no-load mutual funds, annuities, and professional managed asset programs, ensuring clients have access to a variety of options to meet their specific requirements. Committed to providing reliable financial solutions, Diversified Capital Management, LLC is dedicated to helping clients effectively manage their financial affairs and achieve financial success.Generated from the website