Rochester Financial Services
Rochester Financial Services (CRD# 107956) is a financial advisory firm headquartered in , . They manage $274,075,233 in 324 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Rochester Financial Services
By the Numbers
-
Total Assets Under Management274MILLION
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$845,911
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NJ, NY, TX
Financial Advisors at Rochester Financial Services
1
Jeffrey Feldman (CRD# 2871630) is an Investment Advisor Representative working at Rochester Financial Services in Pittsford, NY and has 1 year of experience in the finance industry.
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