COURIER CAPITAL, LLC

BUFFALO, New York·3 registered advisors·CRD# 282485

SEC# 801-1071193716-883-9595

01

Firm Overview

AUM

$2.9B

Regulatory assets under management

Employees

23

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COURIER CAPITAL, LLC

3 registered advisors

Jason Michael Stronz

BUFFALO, New York

Rebecca Levengood Westervelt

BUFFALO, New York

Thomas James Hanlon

BUFFALO, New York

05

Office Locations

BUFFALO, New York

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Data sourced from SEC Form ADV filings. COURIER CAPITAL, LLC (CRD# 282485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.