Financial ADVSR advisor directory · SEC adviser records
Rockbridge Investment Management, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Rockbridge Investment Management, LLC office in New York, by city and A to Z.
The short answer
11 registered advisors work at Rockbridge Investment Management, LLC in New York, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in Syracuse (11). 7 list the CFP designation and 0 are also registered broker representatives.
Rockbridge Investment Management, LLC advisors by city in New York
Every firm in New York →Rockbridge Investment Management, LLC advisors in New York, A to Z
Search by name →- Claire E. AriglioSyracuse
- Craig A. BuckhoutSyracuse · Chartered Financial Analyst
- David M. CarrollSyracuse · Certified Financial Planner
- Zachary D. DebottisSyracuse · Certified Financial Planner
- Anthony R. FarellaSyracuse · Certified Financial Planner
- Adam C. GagasSyracuse
- David KrawczykSyracuse · Certified Financial Planner
- Patrick E. RoheSyracuse · Certified Financial Planner
- Robert J. RyanSyracuse
- Nicholas A. StancatoSyracuse · Certified Financial Planner
- Adam UnderwoodSyracuse · Certified Financial Planner
Rockbridge Investment Management, LLC advisors in every state →Rockbridge Investment Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Rockbridge Investment Management, LLC financial advisors are in New York?
11 investment adviser representatives are registered at Rockbridge Investment Management, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Rockbridge Investment Management, LLC have the most advisors?
Syracuse, with 11. Rockbridge Investment Management, LLC has advisors in 1 city in New York.
How do I check a Rockbridge Investment Management, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rockbridge Investment Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.