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James Gould, portrait

James Gould

President, Chief Executive Officer, Chief Financial Officer at Alesco Advisors, LLC, an Esl in Pittsford, NY

Investment adviser registrationUpdated

James Gould is President, Chief Executive Officer, Chief Financial Officer of Alesco Advisors, LLC, an Esl Company, an investment adviser managing $5.61B, and works from its Pittsford, NY office. James Gould has been registered as an investment adviser representative through Alesco Advisors, LLC, an Esl since 10 February 2026, has 5 years in the industry across 2 firms and has passed the Series 63, Series 6, Series 22 and Series 65.

5
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

James Gould has been President, Chief Executive Officer, Chief Financial Officer of Alesco Advisors, LLC, an Esl since November 2025, is a control person of the firm and directly owns under 5% of it. James Gould holds a BBA in Accounting from St. Bonaventure University and a Master's Degree in Accounting from Rochester Institute of Technology.

Alesco Advisors, LLC, an Esl Company is a Pittsford, NY firm with $5.61B under management, 639 clients and 13 advisers in one office, as of its April 2026 filing.

James G. Gould is co-founder and President of Alesco Advisors, an ESL Company, and brings over 30 years of investment advisory experience to his role as leader of the firm. He is actively involved in business development and client service, and is a member of the firm's Investment Committee. Before founding the firm, Gould was President of Clover Capital Management, Inc., a Rochester, NY-based investment advisor.

James Gould’s longest registration was 4 years at Alesco Advisors LLC (2021–2026). Before joining Alesco Advisors, LLC, an Esl in 2026, James Gould was registered through Alesco Advisors LLC.

  1. – present · under a year
    Pittsford, NY · Adviser representative · Firm CRD 339091
  2. Alesco Advisors LLC
    – · 4 years
    Pittsford, NY · Adviser representative · Firm CRD 108590

Credentials and registrations

Professional designations

Listed by Alesco Advisors, LLC, an Esl

  • CPA - Certified Public Accountant

Investment adviser representative registrations

James Gould is registered as an investment adviser representative in New York, since February 2026.

  • New YorkSince 10 February 2026

Examinations

Series 6510 August 2021
Name
Uniform Investment Adviser Law Examination
Series 2216 July 1999
Name
Direct Participation Programs Representative Examination
Series 6320 November 1991
Name
Uniform Securities Agent State Law Examination
Series 620 November 1991
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
James George Gould
CRD
2177785
Role
President, Chief Executive Officer, Chief Financial Officer
Office
120 OFFICE PARK WAY, Pittsford, NY 14534
Registration
Investment adviser registration
In the industry since
August 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James Gould work?

James Gould has been President, Chief Executive Officer, Chief Financial Officer of Alesco Advisors, LLC, an Esl Company since November 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 April 2026

Is James Gould a financial advisor?

Yes. James Gould has a current investment-adviser registration in New York, through Alesco Advisors, LLC, an Esl since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does James Gould have?

James Gould has 5 years in the financial industry, since August 2021, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has James Gould passed?

James Gould has passed 4 licensing exams: the Series 63, Series 6, Series 22 and Series 65. The earliest, the Series 63, was passed in November 1991.

Source: IAPD individual record, checked 22 October 2026

Where did James Gould work before Alesco Advisors, LLC, an Esl?

Before Alesco Advisors, LLC, an Esl, James Gould was registered through Alesco Advisors LLC, August 2021 to January 2026.

Source: IAPD individual record, checked 22 October 2026

Where is James Gould based?

James Gould’s registered office is in Pittsford, NY.

Source: IAPD individual record, checked 22 October 2026

Is James Gould registered with FINRA?

No. James Gould has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify James Gould’s record?

Search CRD 2177785 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Gould’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Alesco Advisors, LLC, an Esl

Sources

  1. IAPD individual record, CRD 2177785, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Alesco Advisors, LLC, an Esl Company, filed 20 April 2026. Title, control and ownership bands.
  3. Alesco Advisors, LLC, an Esl team page. Biography, education, credentials, awards and the portrait, reproduced for identification.