Rise Advisors, LLC

Rise Advisors, LLC (CRD# 309760) is a financial advisory firm headquartered in Rochester, NY. They manage $250,097,690 in 1,153 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
400 Linden Oaks, Suite 120, Rochester, NY 14625
https://www.riseadvisorsgroup.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $216,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, PA, TX

Financial Advisors at Rise Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Zachary Harrington, financial advisor Rochester NY
Zachary M. Harrington
CRD#: 6199685
400 Linden Oaks, Suite 120, Rochester, NY 14625

Zachary Harrington (CRD# 6199685) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.

2
Mark Jones, financial advisor Rochester NY
Mark B. Jones
CRD#: 4442200
400 Linden Oaks, Suite 120, Rochester, NY 14625

Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry.

3
Scott Klatt, financial advisor Rochester NY
Scott G. Klatt
CRD#: 1548346
400 Linden Oaks, Suite 120, Rochester, NY 14625

Scott Klatt (CRD# 1548346) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 37 years of experience in the finance industry.

4
Stephanie Kelm, financial advisor Rochester NY
Stephanie M. Kelm
CRD#: 6165565
400 Linden Oaks, Suite 120, Rochester, NY 14625

Stephanie Kelm (CRD# 6165565) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 4 years of experience in the finance industry.

5
Angelica Sudore, financial advisor Rochester NY
Angelica L. Sudore
CRD#: 7315809
400 Linden Oaks, Suite 120, Rochester, NY 14625

Angelica Sudore (CRD# 7315809) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has 1 year 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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