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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
SYRACUSE, New York
·
5 registered advisors
·
CRD# 115754
SEC# 801-60639
1
315-671-0588
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
5 registered advisors
Anthony Robert Farella
SYRACUSE, New York
CRD# 5511685
Craig Allen Buckhout
SYRACUSE, New York
CRD# 4363051
David Matthew Carroll
SYRACUSE, New York
CFP
CRD# 6034191
Nicholas Anthony Stancato
SYRACUSE, New York
CRD# 7243320
Patrick Eugene Rohe
SYRACUSE, New York
CRD# 5556468
05
Office Locations
SYRACUSE, New York
5 advisors
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Data sourced from SEC Form ADV filings. ROCKBRIDGE INVESTMENT MANAGEMENT, LLC (CRD# 115754) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.