Financial advisers in Rochester, New York
33 profiles with reported offices in Rochester, New York. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Scott ZolloChief Compliance Officer / Direct OwnerCore AlphaCRD 2172869
- Robert BrownInvestment adviser representativeCore AlphaCRD 2623462
Eric GarsinInvestment adviser representativeNorthLanding Financial PartnersCRD 2942903- Mark FienPresident & Chief Compliance OfficerFien Capital ManagementCRD 4440219
Mark JonesPartnerRise AdvisorsCRD 4442200- Brian WardPresidentW & S Management ServicesCRD 4704954
- Andrew FedericoInvestment adviser representativeFinancial FreedomCRD 4860854
- Sean CollinsInvestment adviser representativeCore AlphaCRD 5010529
- Charles LovejoyInvestment adviser representativeRise AdvisorsCRD 5026043
Devon NolanInvestment adviser representativeBoyd Capital ManagementCRD 5211133
Richard DoughertyInvestment adviser representativeUniting Wealth PartnersCRD 5271824- Amanda McIntoshInvestment adviser representativeUniting Wealth PartnersCRD 5287459
- Stephen GreenMember & Chief Executive OfficerSeneca Financial AdvisorsCRD 5296136
Alecia Fisher DoughertyInvestment adviser representativeUniting Wealth PartnersCRD 5397757
Mark WyandFounder & CCOLayline AdvisorsCRD 5402543- Scott LefebreMember & Managing Director, Business DevelopmentSeneca Financial AdvisorsCRD 5487787
- Jessica KushnerChief Compliance OfficerHoxton Wealth USACRD 5503211
- Bryce CareyChief Compliance OfficerNorthLanding Financial PartnersCRD 5547015
- Damian WeidmannVice PresidentFien Capital ManagementCRD 5644286
Jason CurtisInvestment adviser representativeLynnLeigh & CompanyCRD 5705639
Joseph BoydManaging Member, Chief Executive Officer, & Chief Compliance OfficerBoyd Capital ManagementCRD 5715005- Jonathan ValeriePresident, Chief Executive Officer, Chief Compliance OfficerEngleson & AssociatesCRD 5716244
- Zachary ErskineMember & Senior Wealth AdvisorSeneca Financial AdvisorsCRD 5887117
Stephanie KelmCCO, PartnerRise AdvisorsCRD 6165565
Zachary HarringtonPartnerRise AdvisorsCRD 6199685- Salvatore PaternicoInvestment adviser representativeW & S Management ServicesCRD 6316104
- Ben RozinInvestment adviser representativeLeach, Bickmore & Weiss Wealth ManagementCRD 6736477
Charles RuffInvestment adviser representativeLayline AdvisorsCRD 7174900
Angelica SudoreInvestment adviser representativeRise AdvisorsCRD 7315809- Matthew DarcyMember & Chief Investment Officer; Chief Compliance OfficerSeneca Financial AdvisorsCRD 7710305
- Abigail WilsonInvestment adviser representativeRise AdvisorsCRD 8114215
- Christina LarkinInvestment adviser representativeSeneca Financial AdvisorsCRD 8292797
- Christopher CoyleInvestment adviser representativeRise AdvisorsCRD 8335076
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.