Cornell Pochily Investment Advisors, Inc.

Cornell Pochily Investment Advisors, Inc. (CRD# 145355) is a financial advisory firm headquartered in Ithaca, NY. They manage $302,160,777 in 960 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    960
    ACCOUNTS
  • Average Account Value
    $314,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
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, CT, FL, MA, MD, NE, NY, PA, TX, VA

Financial Advisors at Cornell Pochily Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Nelson B. Mead
CRD#: 1749754
2415 North Triphammer Road, Suite 1, Ithaca, NY 14850
96
Wealthminder
score

Nelson Mead (CRD# 1749754) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 30 years of experience in the finance industry. Nelson Mead 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.

2
Ezra Cornell
CRD#: 707941
2415 North Triphammer Road, Suite 1, Ithaca, NY 14850
93
Wealthminder
score

Ezra Cornell (CRD# 707941) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 37 years of experience in the finance industry.

3
Robert T. Pochily
CRD#: 3176262
2415 North Triphammer Road, Suite 1, Ithaca, NY 14850
93
Wealthminder
score

Robert Pochily (CRD# 3176262) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 19 years of experience in the finance industry.

4
Shane P. O'neill
CRD#: 6779712
2415 North Triphammer Road, Suite 1, Ithaca, NY 14850
90
Wealthminder
score

Shane O'neill (CRD# 6779712) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has over 3 years of experience in the finance industry.

5
Molly E. O'neill
CRD#: 6851608
2415 North Triphammer Road, Suite 1, Ithaca, NY 14850
87
Wealthminder
score

Molly O'neill (CRD# 6851608) is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has 1 year of experience in the finance industry.

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