Kickstand Wealth Advisors

Kickstand Wealth Advisors (CRD# 327022) is a financial advisory firm headquartered in Pittsford, NY. They manage $453,897,773 in 1,692 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534
https://linkedin.com/company/kickstandwealth/
By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $268,261
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, MI, NC, NY, SC, TX, VA

Financial Advisors at Kickstand Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Christine Fusare, financial advisor Pittsford NY
Christine D. Fusare
CRD#: 1929092
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534

Christine Fusare (CRD# 1929092) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 29 years of experience in the finance industry.

2
Chad Goodchild, financial advisor Pittsford NY
Chad W. Goodchild
CRD#: 4023880
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534

Chad Goodchild (CRD# 4023880) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 21 years of experience in the finance industry.

3
Jacob Schlicht, financial advisor Pittsford NY
Jacob W. Schlicht
CRD#: 5072855
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534

Jacob Schlicht (CRD# 5072855) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 15 years of experience in the finance industry.

4
Devyn Squires, financial advisor Pittsford NY
Devyn A. Squires
CRD#: 6651688
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY 14534

Devyn Squires (CRD# 6651688) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 6 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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