Rockbridge Investment Management, LLC
Rockbridge Investment Management, LLC (CRD# 115754) is a financial advisory firm headquartered in Syracuse, NY. They manage $1,485,188,276 in 3,887 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,485MILLION
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Total Number of Accounts3,887ACCOUNTS
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Average Account Value$382,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT
Kevin Sullivan (CRD# 4348213) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 19 years of experience in the finance industry.
William Brumsted (CRD# 7876087) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Craig Buckhout (CRD# 4363051) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
David Carroll (CRD# 6034191) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 11 years of experience in the finance industry.
Zachary Debottis (CRD# 7371344) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Anthony Farella (CRD# 5511685) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Adam Gagas (CRD# 5841585) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 13 years of experience in the finance industry.
Claire Kobylanski (CRD# 6403263) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 8 years of experience in the finance industry.
Patrick Rohe (CRD# 5556468) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 15 years of experience in the finance industry.
Robert Ryan (CRD# 4363043) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.