Be advised. This firm is no longer registered.

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 - 9 of 9 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
Joel R. Maness
CRD#: 3249609
60 Barrett Drive, Suite G, Webster, NY 14580
98
Wealthminder
score

Joel Maness (CRD# 3249609) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Webster, NY and has over 18 years of experience in the finance industry.

4
Lori A. Alberts
CRD#: 2574827
255 Woodcliff Dr, Fairport, NY 14450
93
Wealthminder
score

Lori Alberts (CRD# 2574827) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 15 years of experience in the finance industry.

5
Martha M. Filadora
CRD#: 1236060
Elma, NY
93
Wealthminder
score

Martha Filadora (CRD# 1236060) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Elma, NY and has over 34 years of experience in the finance industry.

6
Ronald E. Merrill
CRD#: 1358459
255 Woodcliff Dr, Fairport, NY 14450
93
Wealthminder
score

Ronald Merrill (CRD# 1358459) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 32 years of experience in the finance industry.

7
James P. McCarthy
CRD#: 4683831
217 East Main Street, Rockaway, NJ 07866
81
Wealthminder
score
James McCarthy (CRD# 4683831) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Rockaway, NJ and has over 12 years of experience in the finance industry. James McCarthy 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.
8
Thomas M. McLean
CRD#: 2451054
Pittsford, NY
73
Wealthminder
score

Thomas McLean (CRD# 2451054) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Pittsford, NY and has over 24 years of experience in the finance industry.

9
Robert Mastrosimone
CRD#: 1056565
100 Rialto Place, Suite 736, Melbourne, FL 32901
71
Wealthminder
score

Robert Mastrosimone (CRD# 1056565) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Melbourne, FL and has over 33 years of experience in the finance industry. Robert Mastrosimone 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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