Layline Advisors
Layline Advisors (CRD# 285136) is a financial advisory firm headquartered in Rochester, NY. They manage $78,157,663 in 321 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management78MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$243,482
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Layline Advisors
1
Mark Wyand (CRD# 5402543) is an Investment Advisor Representative working at Layline Advisors in Rochester, NY and has over 12 years of experience in the finance industry.
2
Matthew Lechner (CRD# 7022127) is an Investment Advisor Representative working at Layline Advisors in Rochester, NY and has over 5 years of experience in the finance industry.
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