Wall Street Financial Group, Inc.

Wall Street Financial Group, Inc. (CRD# 35830) is a financial advisory firm headquartered in Fairport, NY. They manage $448,293,117 in 2,408 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    448
    MILLION
  • Total Number of Accounts
    2,408
    ACCOUNTS
  • Average Account Value
    $186,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wall Street Financial Group, Inc.
Showing 1 - 10 of 59 top financial advisors.
1
H. Robert Bradley
CRD#: 3081250
90 Linden Oaks, Rochester, NY 14625
103
Wealthminder
score

Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.

 

His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with both Morgan Stanley Wealth Management and an independent financial planning consulting firm, before founding NorthLanding. He is an active member of several local professional associations and was invited to join Morningstar’s National Advisor Research panel in 2015. He has appeared on 13 WHAM News, locally, and been quoted in The Wall Street Journal, nationally, on investment and financial planning issues.

 

As both a Certified Financial PlannerTM Practitioner (CFP®) and Certified Investment Management Analyst (CIMA®) Professional, he has obtained among the most demanding level of professional credentials available to advisors in the United States. Rob completed the CIMA® curriculum through the University of Pennsylvania’s Wharton School of Business executive education program and is an alumnus of Villanova University.  He also remains involved with his local alma mater, McQuaid Jesuit High School and resides with his family in Victor, NY.

2
Spencer M. Corzine
CRD#: 2940880
100 E. Whitestone Blvd. Suite 148-300, Cedar Park, TX 78613
103
Wealthminder
score
Spencer Corzine (CRD# 2940880) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Cedar Park, TX and has over 18 years of experience in the finance industry. Spencer Corzine 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 putclients' interests first and comply with the Financial Planning Practice Standards.
3
Joseph S. Altobelli
CRD#: 3259077
255 Woodcliff Dr, Fairport, NY 14450
96
Wealthminder
score

Joseph Altobelli (CRD# 3259077) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 17 years of experience in the finance industry. Joseph Altobelli 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.

4
Scott L. Battle
CRD#: 2759149
160 Linden Oaks Drive, Rochester, NY 14625
96
Wealthminder
score

Scott Battle (CRD# 2759149) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Rochester, NY and has over 20 years of experience in the finance industry. Scott Battle 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.

5
John W. Berlucchi
CRD#: 1658187
85 Allen St Ste 300, Rochester, NY 14608
96
Wealthminder
score

John Berlucchi (CRD# 1658187) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Rochester, NY and has over 29 years of experience in the finance industry.

6
Alan M. Ginsberg
CRD#: 2591507
421 Penbrooke Drive, Suite 4, Penfield, NY 14526
96
Wealthminder
score

Alan Ginsberg (CRD# 2591507) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Penfield, NY and has over 21 years of experience in the finance industry.

7
Kenneth J. Graci
CRD#: 706892
255 Woodcliff Dr, Fairport, NY 14450
96
Wealthminder
score

Kenneth Graci (CRD# 706892) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 27 years of experience in the finance industry. Kenneth Graci 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.

8
Reginal R. Hynes
CRD#: 2588657
255 Woodcliff Dr, Fairport, NY 14450
96
Wealthminder
score

Reginal Hynes (CRD# 2588657) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 21 years of experience in the finance industry. Reginal Hynes 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.

9
Scott G. Klatt
CRD#: 1548346
255 Woodcliff Dr, Fairport, NY 14450
96
Wealthminder
score

Scott Klatt (CRD# 1548346) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 30 years of experience in the finance industry. Scott Klatt 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.

10
Ann T. Rieder
CRD#: 2768435
10 East Scranton, Suite 301b, Lake Bluff, IL 60044
96
Wealthminder
score

Ann Rieder (CRD# 2768435) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Lake Bluff, IL and has over 19 years of experience in the finance industry. Ann Rieder 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.

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