Elise Olivo (CRD# 7738831) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cobblestone Capital Advisors, LLC | Rochester, NY | Mar 2023 - Current | 1 |
| Alexander Enterprises | Mendon, NY | Mar 2020 - Mar 2023 | 3 |
| St. John Fisher University | Rochester, NY | May 2021 - May 2022 | 1 |
| St. John Fisher University | Rochester, NY | Sep 2017 - May 2021 | 3 |
| Esperanza Mansion Group | Keuka Park, NY | Dec 2018 - Mar 2020 | 1 |
| Target Corporation | Victor, NY | Nov 2018 - Jan 2019 | < 1 |
| Honeoye Falls Lima High School | Honeoye Falls, NY | Sep 2013 - Jun 2017 | 3 |
| Clemenza's Pizzeria | Mendon, NY | Aug 2016 - Mar 2017 | < 1 |
| Mendon Meadows Marketplace | Mendon, NY | Jun 2015 - Aug 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NY
-
Total Assets Under Management2,577MILLIONS
-
Total Number of Accounts3,163ACCOUNTS
-
Average Account Value$814,885
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA
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