Arbor Capital Management Corp

Arbor Capital Management Corp (CRD# 106461) is a financial advisory firm headquartered in Amherst, NY. They manage $856,112,010 in 568 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    856
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $1,507,239
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, NY, PA, TX

Financial Advisors at Arbor Capital Management Corp
Showing 1 - 4 of 4 top financial advisors.
1
Matthew J. Wilkinson
CRD#: 4669264
100 Corporate Parkway, Suite 136, Amherst, NY 14226
93
Wealthminder
score

Matthew Wilkinson (CRD# 4669264) is an Investment Advisor Representative working at Arbor Capital Management Corp in Amherst, NY and has over 14 years of experience in the finance industry.

2
Gerald T. Cole
CRD#: 860177
100 Corporate Parkway, Suite 136, Amherst, NY 14226
90
Wealthminder
score

Gerald Cole (CRD# 860177) is an Investment Advisor Representative working at Arbor Capital Management Corp in Amherst, NY and has 1 year of experience in the finance industry.

3
Magdalena Jaworska
CRD#: 5925648
100 Corporate Parkway, Suite 136, Amherst, NY 14226
90
Wealthminder
score

Magdalena Jaworska (CRD# 5925648) is an Investment Advisor Representative working at Arbor Capital Management Corp in Amherst, NY and has 1 year of experience in the finance industry.

4
Leonardo Mesa
CRD#: 1801309
Miami Lakes, FL
86
Wealthminder
score

Leonardo Mesa (CRD# 1801309) is an Investment Advisor Representative working at Arbor Capital Management Corp in Miami Lakes, FL and has over 25 years of experience in the finance industry. Leonardo Mesa 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.

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