Northlanding Financial Partners, LLC

Northlanding Financial Partners, LLC (CRD# 167055) is a financial advisory firm headquartered in Rochester, NY. They manage $204,554,327 in 992 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $206,204
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
  • Selection of other advisers (including private fund managers)
  • 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.

FL, NC, NY, TX

Financial Advisors at Northlanding Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Eric M. Garsin
CRD#: 2942903
90 Linden Oaks, Suite 220, Rochester, NY 14625
96
Wealthminder
score

Eric Garsin (CRD# 2942903) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 20 years of experience in the finance industry. Eric Garsin 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
Mark B. Jones
CRD#: 4442200
90 Linden Oaks, Suite 220, Rochester, NY 14625
96
Wealthminder
score

Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 16 years of experience in the finance industry. Mark Jones 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
Scott G. Klatt
CRD#: 1548346
90 Linden Oaks, Suite 220, Rochester, NY 14625
96
Wealthminder
score

Scott Klatt (CRD# 1548346) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 31 years of experience in the finance industry. Scott Klatt 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
Bryce P. Carey
CRD#: 5547015
90 Linden Oaks, Suite 220, Rochester, NY 14625
93
Wealthminder
score

Bryce Carey (CRD# 5547015) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 5 years of experience in the finance industry.

5
Michael D. Ross
CRD#: 5941473
90 Linden Oaks, Suite 220, Rochester, NY 14625
93
Wealthminder
score

Michael Ross (CRD# 5941473) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 6 years of experience in the finance industry.

6
Denise C. Rudy
CRD#: 1325315
90 Linden Oaks, Suite 220, Rochester, NY 14625
83
Wealthminder
score

Denise Rudy (CRD# 1325315) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 33 years of experience in the finance industry.

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