Rochester Investments

Rochester Investments (CRD# 306782) is a financial advisory firm headquartered in Rochester, NY. They manage $45,662,020 in 301 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

1580 W Ridge Rd, Rochester, NY 14615

https://www.linkedin.com/in/dianaapostolova/

By the Numbers

Total Assets Under Management

46

MILLION
Total Number of Accounts

301

ACCOUNTS
Average Account Value

$151,701

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, NY, TX

Financial Advisors at Rochester Investments

Showing 1 - 2 of 2 top financial advisors.

Diana S. Apostolova

CRD#: 6247608

1580 W Ridge Rd, Rochester, NY 14615

Diana Apostolova (CRD# 6247608) is an Investment Advisor Representative working at Rochester Investments in Rochester, NY and has over 10 years of experience in the finance industry.

Larry G. Nissen

CRD#: 5179572

Rush, NY

Larry Nissen (CRD# 5179572) is an Investment Advisor Representative working at Rochester Investments in Rush, NY and has over 17 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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