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David M Cocuzzi

SCHAFFER & COMPANY ASSET MANAGEMENT, INC.·ROCHESTER, New York
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3205 MOUNT READ BLVD., ROCHESTER, NY 14616CRD# 6534960Firm CRD# 138463
01

About

David M Cocuzzi is a registered financial advisor based in ROCHESTER, New York, affiliated with SCHAFFER & COMPANY ASSET 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
03

Firm Overview

Firm
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SCHAFFER & COMPANY ASSET 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# 6534960
Firm CRD# 138463
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David M Cocuzzi offer?
David M Cocuzzi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are David M Cocuzzi's credentials?
David M Cocuzzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David M Cocuzzi located?
David M Cocuzzi is based in ROCHESTER, New York, working with SCHAFFER & COMPANY ASSET MANAGEMENT, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does David M Cocuzzi charge for services?
David M Cocuzzi'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 SCHAFFER & COMPANY ASSET MANAGEMENT, INC.?
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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