East Rock Financial Services, LLC

East Rock Financial Services, LLC (CRD# 147949) is a financial advisory firm headquartered in Burlingame, CA. They manage $97,109,825 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
329 Primrose Rd, #117220, Burlingame, CA 94011
http://www.eastrockfinancial.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $2,489,996
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at East Rock Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rebecca Contin, financial advisor Santa Cruz CA
Rebecca Contin
CRD#: 4317249
Santa Cruz, CA

Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 22 years of experience in the finance industry.

2
Stephanie Lee, financial advisor Burlingame CA
Stephanie J. Lee
CRD#: 5580394
Burlingame, CA

Stephanie Lee (CRD# 5580394) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Burlingame, CA and has over 15 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals