Rockbridge Investment Management, LLC
Rockbridge Investment Management, LLC (CRD# 115754) is a financial advisory firm headquartered in Syracuse, NY. They manage $1,485,188,276 in 3,887 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,485MILLION
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Total Number of Accounts3,887ACCOUNTS
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Average Account Value$382,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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CA, CT, FL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT
Kevin Sullivan (CRD# 4348213) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 19 years of experience in the finance industry.
William Brumsted (CRD# 7876087) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Craig Buckhout (CRD# 4363051) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
David Carroll (CRD# 6034191) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 11 years of experience in the finance industry.
Zachary Debottis (CRD# 7371344) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Anthony Farella (CRD# 5511685) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Adam Gagas (CRD# 5841585) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 14 years of experience in the finance industry.
Claire Kobylanski (CRD# 6403263) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 8 years of experience in the finance industry.
Patrick Rohe (CRD# 5556468) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has over 15 years of experience in the finance industry.
Robert Ryan (CRD# 4363043) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.