Unclaimed Profile

Todd David Green

ALESCO ADVISORS LLC·PITTSFORD, New York

Series 65Clean record4 years registeredALESCO ADVISORS LLC

120 OFFICE PARK WAY, PITTSFORD, NY 14534CRD# 2583266Firm CRD# 108590

Profile Verification

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

Identity

Todd David Green · PITTSFORD, NY

Registration

CRD #2583266 · ALESCO ADVISORS LLC · 4 years registered

Brand Profile

Not yet started

Career History

ALESCO ADVISORS, LLC, AN ESL COMPANY

Feb 2026 – present

ALESCO ADVISORS LLC

Sep 2021 – Jan 2026

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 7, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALESCO ADVISORS LLC

CRD 108590 · SEC 801-57453

AUM

$4.4B

Regulatory assets under management

Employees

1,615 client accounts

Services offered by ALESCO ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALESCO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Todd David Green offer?

Todd David Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.

What are Todd David Green's credentials?

Todd David Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd David Green located?

Todd David Green 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 Todd David Green charge for services?

Todd David Green'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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