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Stephen Michael Angelis

TOMPKINS WEALTH MANAGEMENT INC.·PITTSFORD, New York
TOMPKINS WEALTH MANAGEMENT INC.
179 SULLY'S TRAIL, PITTSFORD, NY 14534-4599CRD# 1465037Firm CRD# 110125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Angelis · PITTSFORD, NY
Registration
CRD #1465037 · TOMPKINS WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Stephen Michael Angelis is a registered financial advisor based in PITTSFORD, New York, affiliated with TOMPKINS WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOMPKINS WEALTH MANAGEMENT INC.
TOMPKINS FINANCIAL ADVISORS
AUM
$633M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at TOMPKINS WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1465037
Firm CRD# 110125
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Michael Angelis offer?
Stephen Michael Angelis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are Stephen Michael Angelis's credentials?
Stephen Michael Angelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Angelis located?
Stephen Michael Angelis is based in PITTSFORD, New York, working with TOMPKINS WEALTH MANAGEMENT INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Stephen Michael Angelis charge for services?
Stephen Michael Angelis'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 TOMPKINS WEALTH MANAGEMENT INC.?
TOMPKINS WEALTH MANAGEMENT INC. has approximately 19 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOMPKINS WEALTH MANAGEMENT INC.

Gerald Joseph Klein
PITTSFORD, NY
Michelle Benedict-Jones
PITTSFORD, NY
Scott Pronti
PITTSFORD, NY
Daniel James Fessenden
PITTSFORD, NY
Robert William Muti
PITTSFORD, NY
Scott L Gruber
PITTSFORD, NY

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