Rootstock Advisors

Rootstock Advisors (CRD# 167665) is a financial advisory firm headquartered in Sewickley, PA. They manage $435,433,816 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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.


Financial Advisors at Rootstock Advisors
Showing 1 - 1 of 1 top financial advisors.
Gregory J. Simpson
CRD#: 2281029
2605 Nicholson Rd, Building 5, Suite 5240, Sewickley, PA 15143

Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 31 years of experience in the finance industry.

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