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).
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Total Assets Under Management2,577MILLION
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Total Number of Accounts3,163ACCOUNTS
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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
Peter Greaves-Tunnell (CRD# 1824528) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Exeter, NH and has 1 year of experience in the finance industry.
Jordan Millner (CRD# 7372263) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Christopher Mooney (CRD# 7090078) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
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.
Elise Olivo (CRD# 7738831) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Madeleine Ottman (CRD# 7411978) 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.
Allison Schraf (CRD# 7372271) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Timothy Shanahan (CRD# 2970560) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has over 23 years of experience in the finance industry.
Carroll Wert (CRD# 7372272) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.
Tobin Woodruff (CRD# 7372276) is an Investment Advisor Representative working at Cobblestone Capital Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.