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Michelle Susan Fisher

BROADSTONE ASSET MANAGEMENT, LLC·ROCHESTER, New York
Unclaimed Profile
800 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 2179806Firm CRD# 281847
01

About

Michelle Susan Fisher is a registered financial advisor based in ROCHESTER, New York, affiliated with BROADSTONE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BROADSTONE ASSET MANAGEMENT, LLC
BROADSTONE ASSET MANAGEMENT, LLC
AUM
$3.4B
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at BROADSTONE ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: ACQUISITION/DISPOSITION FEES AND MARKETING FEES
Regulatory
SEC/IARD CRD# 2179806
Firm CRD# 281847
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Susan Fisher offer?
Michelle Susan Fisher specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.
What are Michelle Susan Fisher's credentials?
Michelle Susan Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Susan Fisher located?
Michelle Susan Fisher is based in ROCHESTER, New York, working with BROADSTONE ASSET MANAGEMENT, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Michelle Susan Fisher charge for services?
Michelle Susan Fisher's firm is compensated through percentage of aum, other: acquisition/disposition fees and marketing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADSTONE ASSET MANAGEMENT, LLC?
BROADSTONE ASSET MANAGEMENT, LLC has approximately 90 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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