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Christopher B

Series 66, Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Christopher Berg is a financial advisor with Adirondack Capital Advisors, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Adirondack Capital Advisors since 2018, following prior roles at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors provides investment management, financial planning, and retirement plan consulting to individual investors, trusts, charitable organizations, and business entities. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and securities, operating on a fee-only basis without commission or soft-dollar compensation.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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James C

Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Americu Capital Management, LLC and Americu Credit Union. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, retirement plan consulting, and advisory services. The firm employs a long-term, asset-allocation focused investment approach combining actively managed and index-based funds, ETFs, and individual securities.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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Rex M

Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Rex Mahoney is a financial advisor with Adirondack Capital Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. He previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors in 2022. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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Patrick D

PFS™, Series 63, Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, focusing on long-term, asset-allocation-driven investment strategies. The firm integrates financial planning with discretionary portfolio management, emphasizing diversification and tax efficiency.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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