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
By the Numbers
-
Total Assets Under Management393MILLION
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Total Number of Accounts1,565ACCOUNTS
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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
Registered Investment Advisor
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
1
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
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.
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