0001591452-22-000015.txt : 20221110
0001591452-22-000015.hdr.sgml : 20221110
20221110093951
ACCESSION NUMBER: 0001591452-22-000015
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FERGUSON,BETH,ALISON,
FILED AS OF DATE: 20221107
DATE AS OF CHANGE: 20221110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fiscal Advisors & Marketing, Inc
CENTRAL INDEX KEY: 0001591452
IRS NUMBER: 010730758
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0831
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02878
FILM NUMBER: 221375382
BUSINESS ADDRESS:
STREET 1: 250 SOUTH CLINTON STREET
STREET 2: SUITE 502
CITY: SYRACUSE
STATE: NY
ZIP: 13202
BUSINESS PHONE: 315-752-0051
MAIL ADDRESS:
STREET 1: 250 SOUTH CLINTON STREET
STREET 2: SUITE 502
CITY: SYRACUSE
STATE: NY
ZIP: 13202
MA-I/A
1
primary_doc.xml
MA-I/A
0001591452
XXXXXXXX
Elyse M Andrews
3157520051
eandrews@fiscaladvisors.com
jcaruso@fiscaladvisors.com
ccrowley@fiscaladvisors.com
bferguson@fiscaladvisors.com
N
0001591452-20-000018
N
Beth
Alison
Ferguson
N
1
0001591452
Fiscal Advisors & Marketing, Inc
11-13-2019
N
867-00538
LOCATED
11-13-2019
SUPERVISED
11-13-2019
250 South Clinton Street
SUITE 502
SYRACUSE
NY
13202
LOCATED
11-13-2019
827 ROUTE 82
Suite 10231
HOPEWELL JUNCTION
NY
12570
BETH
ALISON
BALDESCHWIELER
11-2019
FISCAL ADVISORS & MARKETING, INC.
SYRACUSE
NY
13202
Y
N
MUNICIPAL ADVISOR
06-2019
10-2019
SAGE MUNICIPAL ADVISORS, LLC
HOPEWELL JUNCTION
NY
12533
Y
N
MANAGIN DIRECTOR
05-2008
05-2019
CAPITAL MARKETS ADVISORS, LLC
HOPEWELL JUNCTION
NY
12533
Y
N
SENIOR VICE PRESIDENT
Y
01-2009
BEEKMAN LIBRARY
11 TOWN CENTER BOULEVARD
HOPEWELL JUNCTION
NY
12533
N
N
PUBLIC LIBRARY
TREASURER & TRUSTEE
4
OVERSEE OPERATIONS OF LIBRARY AND REVIEW FINANCIALS ON A MONTHLY BASIS
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
11-07-2022
Elyse M. Andrews
Chief Compliance Officer