High Falls Advisors, Inc.

High Falls Advisors, Inc. (CRD# 108678) is a financial advisory firm headquartered in Rochester, NY. They manage $542,456,338 in 1,977 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    1,977
    ACCOUNTS
  • Average Account Value
    $274,384
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
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, FL, MA, NC, NY, TX

Financial Advisors at High Falls Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael P. Donnelly
CRD#: 2971348
36 West Main Street, Suite 322, Rochester, NY 14614
96
Wealthminder
score

Michael Donnelly (CRD# 2971348) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 18 years of experience in the finance industry. Michael Donnelly 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
Alecia B. Fisher Dougherty
CRD#: 5397757
36 West Main Street, Suite 322, Rochester, NY 14614
96
Wealthminder
score

Alecia Fisher Dougherty (CRD# 5397757) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 9 years of experience in the finance industry. Alecia Fisher Dougherty 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.

3
Maureen J. Pilato
CRD#: 4451433
36 West Main Street, Suite 322, Rochester, NY 14614
96
Wealthminder
score

Maureen Pilato (CRD# 4451433) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry. Maureen Pilato 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.

4
Deborah D. Bastow
CRD#: 2821667
36 West Main Street, Suite 322, Rochester, NY 14614
93
Wealthminder
score

Deborah Bastow (CRD# 2821667) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 19 years of experience in the finance industry.

5
Annrandyl Beach
CRD#: 4637922
36 West Main Street, Suite 322, Rochester, NY 14614
93
Wealthminder
score

Annrandyl Beach (CRD# 4637922) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 9 years of experience in the finance industry.

6
Russell J. Mandrino
CRD#: 3239092
36 West Main Street, Suite 322, Rochester, NY 14614
93
Wealthminder
score

Russell Mandrino (CRD# 3239092) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.

7
Robert E. Vay
CRD#: 5959592
36 West Main Street, Suite 322, Rochester, NY 14614
93
Wealthminder
score

Robert Vay (CRD# 5959592) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 6 years of experience in the finance industry.

8
Deborah B. King
CRD#: 5477125
36 West Main Street, Suite 322, Rochester, NY 14614
89
Wealthminder
score

Deborah King (CRD# 5477125) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 2 years of experience in the finance industry.

9
Zachary M. Harrington
CRD#: 6199685
36 West Main Street, Suite 322, Rochester, NY 14614
88
Wealthminder
score

Zachary Harrington (CRD# 6199685) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has 1 year of experience in the finance industry.

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