Thomas Bolt (CRD# 7680915) 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 | Dec 2022 - Current | 1 |
| Marge's Lakeside Inn | Rochester, NY | Jul 2022 - Oct 2022 | < 1 |
| The Webb Law Firm | Pittsburgh, PA | Feb 2022 - Jul 2022 | < 1 |
| University Of Pittsburgh | Pittsburgh, PA | Sep 2018 - May 2022 | 3 |
| The Links At Greystone | Walworth, NY | May 2016 - Nov 2020 | 4 |
| Wayne Central High School | Ontario, NY | Sep 2014 - Jun 2018 | 3 |
| Pub 235 | Webster, NY | Jun 2015 - Sep 2015 | < 1 |
| Wayne Central Middle School | Ontario, NY | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.