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BROADSTONE ASSET MANAGEMENT, LLC
BROADSTONE ASSET MANAGEMENT, LLC
ROCHESTER, New York
·
10 registered advisors
·
CRD# 281847
SEC# 801-107120
1
585-287-6500
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
90
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Other: ACQUISITION/DISPOSITION FEES AND MARKETING FEES
03
Specialties
Investment Management
Retirement Planning
04
Advisors at BROADSTONE ASSET MANAGEMENT, LLC
10 registered advisors
Amy Leenhouts Tait
ROCHESTER, New York
CRD# 1262894
Christopher James Czarnecki
ROCHESTER, New York
CRD# 6173303
Jarryd Brandon Levine
ROCHESTER, New York
CRD# 5163144
John David Moragne
ROCHESTER, New York
CRD# 6627634
John I Callan
ROCHESTER, New York
CRD# 7007022
Kevin Fredric Barry
ROCHESTER, New York
CRD# 6028153
Michelle Susan Fisher
ROCHESTER, New York
CRD# 2179806
Norman Peter Leenhouts
ROCHESTER, New York
CRD# 1269789
Ryan Michael Albano
ROCHESTER, New York
CRD# 6769028
Timothy John Holland
ROCHESTER, New York
CRD# 6402077
05
Office Locations
ROCHESTER, New York
10 advisors
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Data sourced from SEC Form ADV filings. BROADSTONE ASSET MANAGEMENT, LLC (CRD# 281847) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.