Ezra Cornell, financial advisor Ithaca NY

Ezra Cornell

CRD Number: 707941
Current Firm: Cornell Pochily Investment Advisors, Inc.

Ezra Cornell (CRD# 707941) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Cornell Pochily Investment Advisors Ithaca, NY Jan 2008 - Current 16
Purshe Kaplan Sterling Albany, NY Jan 2008 - Dec 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Feb 1992
Contact Info for Ezra Cornell
Phone Number: 607-391-7080
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    444
    MILLIONS
  • Total Number of Accounts
    1,155
    ACCOUNTS
  • Average Account Value
    $384,479
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, MD, NC, NE, NY, PA, SC, TX, VA

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