Cobblestone Capital Advisors, LLC
Cobblestone Capital Advisors, LLC (CRD# 108023) is a financial advisory firm headquartered in Rochester, NY. They manage $2,577,480,524 in 3,163 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management2,577MILLION
-
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
Thomas Bartlett (CRD# 4360713) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
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.
Gabriel Chodak (CRD# 7371406) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Jesse Cramer (CRD# 7498021) 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.
Colin Desrosiers (CRD# 7372244) 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 (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.
John Dipasquale (CRD# 2453783) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has over 30 years of experience in the finance industry.
James Eckl (CRD# 7354945) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Eric Furnal (CRD# 6002985) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Jason Garlock (CRD# 7090080) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.