RISE ADVISORS, LLC

ROCHESTER, New York·4 registered advisors·CRD# 309760
SEC# 801-1190660585-565-3444
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RISE ADVISORS, LLC

4 registered advisors
Mark Bradford Jones
ROCHESTER, New York
Scott Gregory Klatt
ROCHESTER, New York
Stephanie Michel Kelm
ROCHESTER, New York
Zachary Maxwell Harrington
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
4 advisors

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Data sourced from SEC Form ADV filings. RISE ADVISORS, LLC (CRD# 309760) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.