0001591452-23-000008.txt : 20230328
0001591452-23-000008.hdr.sgml : 20230328
20230328104707
ACCESSION NUMBER: 0001591452-23-000008
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
CARUSO,JEANINE,RODGERS,
FILED AS OF DATE: 20230327
DATE AS OF CHANGE: 20230328
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: 23767006
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
N
0001591452-23-000004
N
Jeanine
Rodgers
Caruso
N
1
0001591452
Fiscal Advisors & Marketing, Inc
Fiscal Advisors & Marketing, Inc.
05-01-1998
N
867-00538
LOCATED
09-01-2019
SUPERVISED
05-01-1998
250 South Clinton Street
Syracuse
NY
13202
LOCATED
10-01-2019
63 PUTNAM STREET, SUITE 202
CAPITAL DISTRICT OFFICE
SARATOGA SPRINGS
NY
12866
LOCATED
01-18-2023
Jeanine
Marie
Rodgers
05-1998
Fiscal Advisors & Marketing, Inc.
Syracuse
NY
13202
Y
N
Municipal Advisor
Y
03-2021
Country Knolls Stables LLC
24 Bluestone Ridge
Halfmoon
NY
12065
N
N
Horse Ownership (25%)
Limited Partner
1
None
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
03-27-2023
Elyse M Andrews
Chief Compliance Officer