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).

Current Firm Details
220 South Warren Street, 9th Floor, Syracuse, NY 13202
https://www.facebook.com/rockbridgeinvest/
By the Numbers
  • Total Assets Under Management
    1,485
    MILLION
  • Total Number of Accounts
    3,887
    ACCOUNTS
  • Average Account Value
    $382,091
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT

Financial Advisors at Rockbridge Investment Management, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Nicholas Stancato, financial advisor Syracuse NY
Nicholas A. Stancato
CRD#: 7243320
220 South Warren Street, 9th Floor, Syracuse, NY 13202

Nicholas Stancato (CRD# 7243320) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.

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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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