Rootstock Advisors (CRD# 167665) is a financial advisory firm headquartered in Sewickley, PA. They manage $372,144,942 in 222 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management372MILLION
Total Number of Accounts222ACCOUNTS
Average Account Value$1,676,329
- A percentage of assets under your management
- 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
James Blue (CRD# 6205303) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 7 years of experience in the finance industry. James Blue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 28 years of experience in the finance industry.