Kickstand Wealth Advisors
Kickstand Wealth Advisors (CRD# 327022) is a financial advisory firm headquartered in Pittsford, NY. They manage $453,897,773 in 1,692 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management454MILLION
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Total Number of Accounts1,692ACCOUNTS
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Average Account Value$268,261
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, MI, NC, NY, SC, TX, VA
Christine Fusare (CRD# 1929092) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 29 years of experience in the finance industry.
Chad Goodchild (CRD# 4023880) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 21 years of experience in the finance industry.
Jacob Schlicht (CRD# 5072855) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 15 years of experience in the finance industry.
Devyn Squires (CRD# 6651688) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 6 years of experience in the finance industry.