Rochester Investments
Rochester Investments (CRD# 306782) is a financial advisory firm headquartered in Rochester, NY. They manage $45,662,020 in 301 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
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Total Number of Accounts301ACCOUNTS
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Average Account Value$151,701
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Rochester Investments
1
Diana Apostolova (CRD# 6247608) is an Investment Advisor Representative working at Rochester Investments in Rochester, NY and has over 10 years of experience in the finance industry.
2
Larry Nissen (CRD# 5179572) is an Investment Advisor Representative working at Rochester Investments in Rush, NY and has over 17 years of experience in the finance industry.
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