Zachary Mullally (CRD# 7393471) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has over 2 years 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 | Jun 2021 - Current | 2 |
Nazareth College | Rochester, NY | Sep 2017 - May 2021 | 3 |
Cobblestone Capital Advisors, LLC | Rochester, NY | Aug 2019 - Jul 2020 | < 1 |
Louis S. Wolk Jcc Of Greater Rochester | Brighton, NY | Oct 2018 - May 2020 | 1 |
The Warrior Factory | Henrietta, NY | Jan 2019 - Aug 2019 | < 1 |
Valvetech, Inc. | Phelps, NY | Jun 2016 - Aug 2018 | 2 |
Canandaigua Academy | Canandaigua, NY | May 2011 - Jun 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- 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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