Generation Capital Management LLC

Generation Capital Management LLC (CRD# 128523) is a financial advisory firm headquartered in Pittsford, NY. They manage $916,589,883 in 323 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1163 Pittsford-victor Road, #100, Pittsford, NY 14534
https://www.youtube.com/@generationcapitalmanagement
By the Numbers
  • Total Assets Under Management
    917
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $2,837,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NY

Financial Advisors at Generation Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Howe, financial advisor Pittsford NY
John R. Howe
CRD#: 6085199
1163 Pittsford-victor Road, #100, Pittsford, NY 14534

John Howe (CRD# 6085199) is an Investment Advisor Representative working at Generation Capital Management LLC in Pittsford, NY and has over 11 years of experience in the finance industry.

2
Scott Nasca, financial advisor Pittsford NY
Scott Nasca
CRD#: 2356676
1163 Pittsford-victor Road, #100, Pittsford, NY 14534

Scott Nasca (CRD# 2356676) is an Investment Advisor Representative working at Generation Capital Management LLC in Pittsford, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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