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Susan Michelle Burke

ALESCO ADVISORS LLC·PITTSFORD, New York
Unclaimed Profile
120 OFFICE PARK WAY, PITTSFORD, NY 14534CRD# 7710268Firm CRD# 108590
01

About

Susan Michelle Burke is a registered financial advisor based in PITTSFORD, New York, affiliated with ALESCO ADVISORS LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
ALESCO ADVISORS LLC
ALESCO ADVISORS LLC
AUM
$4.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at ALESCO ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING SERVICES
Regulatory
SEC/IARD CRD# 7710268
Firm CRD# 108590
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Michelle Burke offer?
Susan Michelle Burke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are Susan Michelle Burke's credentials?
Susan Michelle Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Michelle Burke located?
Susan Michelle Burke is based in PITTSFORD, New York, working with ALESCO ADVISORS LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Susan Michelle Burke charge for services?
Susan Michelle Burke's firm is compensated through percentage of aum, subscription fees, other: financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALESCO ADVISORS LLC?
ALESCO ADVISORS LLC has approximately 27 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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