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Anthony Robert Farella

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC·SYRACUSE, New York
Clean record5 years registeredROCKBRIDGE INVESTMENT MANAGEMENT, LLC
220 SOUTH WARREN STREET, SYRACUSE, NY 13202CRD# 5511685Firm CRD# 115754

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Robert Farella · SYRACUSE, NY
Registration
CRD #5511685 · ROCKBRIDGE INVESTMENT MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
May 2021 – present
02

Registrations & Exams

Registration record
First registered · May 7, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
CRD 115754 · SEC 801-60639
AUM
$1.5B
Regulatory assets under management
Employees
21
3,887 client accounts
Services offered by ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROCKBRIDGE INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Anthony Robert Farella offer?
Anthony Robert Farella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are Anthony Robert Farella's credentials?
Anthony Robert Farella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Robert Farella located?
Anthony Robert Farella is based in SYRACUSE, New York, working with ROCKBRIDGE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Anthony Robert Farella charge for services?
Anthony Robert Farella'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 ROCKBRIDGE INVESTMENT MANAGEMENT, LLC?
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC has approximately 21 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Nicholas Anthony Stancato
SYRACUSE, NY
David Matthew Carroll
SYRACUSE, NY
CFP
Craig Allen Buckhout
SYRACUSE, NY
Patrick Eugene Rohe
SYRACUSE, NY

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