CRD: 124949
Saratoga Investment Solutions Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2003
- Office Locations
- 1
Office Locations
About Saratoga Investment Solutions Inc.
Saratoga Investment Solutions is a boutique, fiduciary planning firm serving individuals and families nationwide, including entrepreneurs and retirees. The team provides holistic financial planning and portfolio management across goals like debt reduction, retirement, and legacy planning, with support for tax, estate, and insurance decisions. Portfolios are primarily ETF-based and implemented through Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CYNTHIA ELIZABETH ZALEWSKY
Chief Compliance Officer, Founder, President
- CRD
- #3094117
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,722,000 | -- |
| Total | $48,722,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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