GENESEE CAPITAL ADVISORS, LLC

AUBURN, New York·3 registered advisors·CRD# 167353

SEC# 801-779300315-554-3020

01

Firm Overview

AUM

$327M

Regulatory assets under management

Employees

4

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

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GENESEE CAPITAL ADVISORS, LLC

3 registered advisors

Jean Marie Hart

AUBURN, New York

Michael Christopher Hearn

AUBURN, New York

Ryan Winfield Pine

AUBURN, New York

05

Office Locations

AUBURN, New York

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Data sourced from SEC Form ADV filings. GENESEE CAPITAL ADVISORS, LLC (CRD# 167353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.