Rise Advisors, LLC
Rise Advisors, LLC (CRD# 309760) is a financial advisory firm headquartered in Rochester, NY. They manage $250,097,690 in 1,153 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$216,910
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NC, NY, PA, TX
Zachary Harrington (CRD# 6199685) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry.
Scott Klatt (CRD# 1548346) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Stephanie Kelm (CRD# 6165565) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 4 years of experience in the finance industry.
Angelica Sudore (CRD# 7315809) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.