Shawn Tesoro, financial advisor Rochester NY

Shawn Tesoro

CRD Number: 2394286
Current Firm: Prentice Wealth Management LLC

Shawn Tesoro (CRD# 2394286) is an Investment Advisor Representative working at Prentice Wealth Management LLC in Rochester, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Prentice Wealth Management Rochester, NY Mar 2013 - Current 8
Unemployed Westborough, MA Aug 2012 - Feb 2013 < 1
Blackrock Boston, MA May 2006 - Aug 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Shawn S. Tesoro
Phone Number: 585-218-0001
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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