Unclaimed Profile

Robert Thomas Pochily

CORNELL POCHILY INVESTMENT ADVISORS, INC.·ITHACA, New York

SIE, Series 7, Series 63, Series 65Clean record9 years registeredCORNELL POCHILY INVESTMENT ADVISORS, INC.

2415 NORTH TRIPHAMMER ROAD, ITHACA, NY 14850CRD# 3176262Firm CRD# 145355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Thomas Pochily · ITHACA, NY

Registration

CRD #3176262 · CORNELL POCHILY INVESTMENT ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNELL POCHILY INVESTMENT ADVISORS, INC.

CORNELL POCHILY INVESTMENT ADVISORS, INC.

Apr 2017 – Jan 2025

ITHACA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 21, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNELL POCHILY INVESTMENT ADVISORS, INC.

CRD 145355 · SEC 801-68467

AUM

$492M

Regulatory assets under management

Employees

1,228 client accounts

Services offered by CORNELL POCHILY INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNELL POCHILY INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Thomas Pochily offer?

Robert Thomas Pochily specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Thomas Pochily's credentials?

Robert Thomas Pochily is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Pochily located?

Robert Thomas Pochily is based in ITHACA, New York, last registered with CORNELL POCHILY INVESTMENT ADVISORS, INC..

How does Robert Thomas Pochily charge for services?

Robert Thomas Pochily's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNELL POCHILY INVESTMENT ADVISORS, INC.?

CORNELL POCHILY INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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