Gina Dimonda (CRD# 7372191) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry. Gina Dimonda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Feb 2020 - Current | 4 |
| Homemaker | Rochester, NY | Nov 2019 - Jan 2020 | < 1 |
| Esl Trust Services | Rochester, NY | Mar 2015 - Oct 2019 | 4 |
| First Niagara Bank | Rochester, NY | Mar 2011 - Mar 2015 | 4 |
- NY
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Total Assets Under Management2,577MILLIONS
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Total Number of Accounts3,163ACCOUNTS
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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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