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Broker Check

3 Hemphill Place, Suite 114, Malta, NY 12020

(518) 289-5813
info@cswmgt.com
FINRA BrokerCheck

Featured Links

Listed below are links to establish online access to view your National Financial Services or Fidelity Brokerage Services account(s). Feel free to visit these web sites to register to see your investments.

PKS/NFS Investments<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Accounts held with Purshe Kaplan Sterling Investments and National Financial Services</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time account values</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time views of your account holdings</span><br/><br/><br/><br/>

PKS/NFS Investments>Accounts held with Purshe Kaplan Sterling Investments and National Financial Services>Real time account values>Real time views of your account holdings



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Capital Saratoga Client Website<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Daily account updates for all linked accounts</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Lets you run tailored reports from your own home</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;See your full financial picture at any time</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Safe and secure financial account aggregation&#160;</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62; Create, track and control your budget and spending</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Provides a safe and secure online filing cabinet to store important documents&#160;</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Provides a safe and secure online portal for corresponding and providing documentation to our team</span><br/>

Capital Saratoga Client Website>Daily account updates for all linked accounts>Lets you run tailored reports from your own home>See your full financial picture at any time>Safe and secure financial account aggregation > Create, track and control your budget and spending>Provides a safe and secure online filing cabinet to store important documents >Provides a safe and secure online portal for corresponding and providing documentation to our team

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PKSA/Fidelity<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Accounts held with Fidelity and managed by Capital Saratoga Wealth Management</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time account values</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time views of your account holdings</span><span style="font-size: 9.0pt;" data-mce-style="font-size: 9.0pt;"></span>

PKSA/Fidelity>Accounts held with Fidelity and managed by Capital Saratoga Wealth Management>Real time account values>Real time views of your account holdings

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PKS/NFS Investments<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Accounts held with Purshe Kaplan Sterling Investments and National Financial Services</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time account values</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time views of your account holdings</span><br/><br/><br/><br/>

PKS/NFS Investments>Accounts held with Purshe Kaplan Sterling Investments and National Financial Services>Real time account values>Real time views of your account holdings



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Capital Saratoga Client Website<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Daily account updates for all linked accounts</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Lets you run tailored reports from your own home</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;See your full financial picture at any time</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Safe and secure financial account aggregation&#160;</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62; Create, track and control your budget and spending</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Provides a safe and secure online filing cabinet to store important documents&#160;</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Provides a safe and secure online portal for corresponding and providing documentation to our team</span><br/>

Capital Saratoga Client Website>Daily account updates for all linked accounts>Lets you run tailored reports from your own home>See your full financial picture at any time>Safe and secure financial account aggregation > Create, track and control your budget and spending>Provides a safe and secure online filing cabinet to store important documents >Provides a safe and secure online portal for corresponding and providing documentation to our team

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PKSA/Fidelity<span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Accounts held with Fidelity and managed by Capital Saratoga Wealth Management</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time account values</span><span style="font-size: 10.0pt;" data-mce-style="font-size: 10.0pt;">&#62;Real time views of your account holdings</span><span style="font-size: 9.0pt;" data-mce-style="font-size: 9.0pt;"></span>

PKSA/Fidelity>Accounts held with Fidelity and managed by Capital Saratoga Wealth Management>Real time account values>Real time views of your account holdings

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