PRENTICE WEALTH MANAGEMENT LLC

ROCHESTER, New York·2 registered advisors·CRD# 160052
SEC# 801-764902585-218-0001
01

Firm Overview

AUM
$393M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
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
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRENTICE WEALTH MANAGEMENT LLC

2 registered advisors
Shawn Stephen Tesoro
ROCHESTER, New York
William James Prentice
ROCHESTER, New York
CFP
05

Office Locations

ROCHESTER, New York
2 advisors

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Data sourced from SEC Form ADV filings. PRENTICE WEALTH MANAGEMENT LLC (CRD# 160052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.