Douglas Emblidge (CRD# 7677363) is an Investment Advisor Representative working at Alesco Advisors LLC in Pittsford, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Alesco Advisors LLC | Pittsford, NY | Dec 2022 - Current | 1 |
13wham-tv/sinclair Broadcast Group | Rochester, NY | Sep 1983 - Nov 2022 | 39 |
Waio Radio 95.1 (clear Channel/iheart) | Rochester, NY | Jan 2005 - Jan 2020 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- NY
-
Total Assets Under Management4,430MILLIONS
-
Total Number of Accounts1,615ACCOUNTS
-
Average Account Value$2,743,174
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, LA, MA, MI, NC, NE, NH, NY, OH, PA, TX, VA
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