Core Alpha, Inc.

Core Alpha, Inc. (CRD# 119635) is a financial advisory firm headquartered in Rochester, NY. They manage $94,451,372 in 729 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1701 Chili Avenue, Rochester, NY 14624
https://twitter.com/corealpha
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $129,563
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Core Alpha, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert Brown, financial advisor Rochester NY
Robert D. Brown
CRD#: 2623462
1701 Chili Avenue, Rochester, NY 14624

Robert Brown (CRD# 2623462) is an Investment Advisor Representative working at Core Alpha, Inc. in Rochester, NY and has over 28 years of experience in the finance industry.

2
Sean Collins, financial advisor Rochester NY
Sean P. Collins
CRD#: 5010529
1701 Chili Avenue, Rochester, NY 14624

Sean Collins (CRD# 5010529) is an Investment Advisor Representative working at Core Alpha, Inc. in Rochester, NY and has over 17 years of experience in the finance industry.

3
Scott Zollo, financial advisor Rochester NY
Scott J. Zollo
CRD#: 2172869
1701 Chili Avenue, Rochester, NY 14624

Scott Zollo (CRD# 2172869) is an Investment Advisor Representative working at Core Alpha, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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