GENERATION CAPITAL MANAGEMENT LLC

PITTSFORD, New York·4 registered advisors·CRD# 128523
SEC# 801-702160585-232-8560
01

Firm Overview

AUM
$917M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GENERATION CAPITAL MANAGEMENT LLC

4 registered advisors
Kasey Lee Wopperer
PITTSFORD, New York
Mary Anne Dejohn
PITTSFORD, New York
Ron S Geffner
PITTSFORD, New York
Scott Nasca
PITTSFORD, New York
05

Office Locations

PITTSFORD, New York
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GENERATION CAPITAL MANAGEMENT LLC (CRD# 128523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.