Cobblestone Capital Advisors LLC
Legal Name: COBBLESTONE CAPITAL ADVISORS, LLC
Full Contact Details
Cobblestone Capital Advisors LLC
500 LINDEN OAKS, SUITE 210, ROCHESTER, NY
585-473-3333
585-218-1111
Other Info
Cobblestone Capital Advisors LLC is a New York-based limited liability company, approved by the U.S. Securities and Exchange Commission in 1998. With 35 employees, 19 of whom serve in advisory roles, this firm's number of clients served is unknown.
Home - Cobblestone Capital Advisors
Supporting every aspect of your unique financial situation through a robust combination of planning services and independent fiduciary guidance.
Direct Owners
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CHRISTOPHER MARTIN MOONEY
MEMBER, DIRECTOR OF CLIENT SERVICE owns more than 5% but less than 10%
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JASON SCOTT GARLOCK
MEMBER, CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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JOHN THOMAS DIPASQUALE
MANAGING MEMBER owns more than 25% but less than 50%
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PETER HUNTINGTON GREAVESTUNNELL
MEMBER owns more than 25% but less than 50%
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THOMAS MARTIN BARTLETT
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
Prime Brokers
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CHARLES SCHWAB & CO., INC.
United States -
NATIONAL FINANCIAL SERVICES LLC
United States