Cynthia Zalewsky
Saratoga Investment Solutions Inc. · Saratoga Springs, New York
Cynthia Zalewsky is a fee-only financial advisor at Saratoga Investment Solutions Inc. in Saratoga Springs, New York, who holds the CFP credential. Saratoga Investment Solutions Inc. reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Saratoga Investment Solutions Inc. |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $48.7M across 200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 3094117 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Cynthia's firm compares
- Saratoga Investment Solutions Inc.'s average account is about $244,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Cynthia
Is Cynthia Zalewsky a fee-only financial advisor?
Yes. Cynthia Zalewsky is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cynthia's firm.
How does Cynthia charge for financial advice?
Cynthia's firm, Saratoga Investment Solutions Inc., reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Zalewsky based?
Cynthia Zalewsky is based in Saratoga Springs, New York.
What credentials does Cynthia Zalewsky hold?
Cynthia Zalewsky holds the CFP credential.
Is Cynthia Zalewsky registered with the SEC?
Yes. Cynthia Zalewsky is registered as an investment adviser representative in NY (CRD 3094117), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Saratoga Investment Solutions Inc. manage?
Saratoga Investment Solutions Inc. reports $48.7M across 200 accounts in assets under management.
How do I contact Cynthia Zalewsky?
Contact details aren't on file yet. Search for Saratoga Investment Solutions Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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