Prentice Wealth Management LLC

Prentice Wealth Management LLC (CRD# 160052) is a financial advisory firm headquartered in Rochester, NY. They manage $393,455,154 in 1,565 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1150 Penfield Rd., Rochester, NY 14625
https://www.linkedin.com/company/436025/admin/
By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    1,565
    ACCOUNTS
  • Average Account Value
    $251,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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, CO, FL, MA, MD, NC, NE, NH, NY, PA, SC, TX, VA

Financial Advisors at Prentice Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Vaccaro, financial advisor Rochester NY
Anthony R. Vaccaro
CRD#: 4384776
1150 Penfield Rd., Rochester, NY 14625

Anthony Vaccaro (CRD# 4384776) is an Investment Advisor Representative working at Prentice Wealth Management LLC in Rochester, NY and has over 11 years of experience in the finance industry.

2
Timothy Olsen, financial advisor Rochester NY
Timothy H. Olsen
CRD#: 2515031
1150 Penfield Rd., Rochester, NY 14625

Timothy Olsen (CRD# 2515031) is an Investment Advisor Representative working at Prentice Wealth Management LLC in Rochester, NY and has over 23 years of experience in the finance industry.

3
Shawn Tesoro, financial advisor Rochester NY
Shawn S. Tesoro
CRD#: 2394286
1150 Penfield Rd., Rochester, NY 14625

Shawn Tesoro (CRD# 2394286) is an Investment Advisor Representative working at Prentice Wealth Management LLC in Rochester, NY and has over 20 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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