Rockbridge Investment Management LLC
Legal Name: ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Full Contact Details
Rockbridge Investment Management LLC
220 SOUTH WARREN STREET, 9TH FLOOR, SYRACUSE, NY
315-671-0588
315-671-0589
Other Info
Rockbridge Investment Management LLC, a New York Limited Liability Company, has a team of 17 employees, out of which 13 are involved in advisory roles. Though the number of clients served by the firm remains undisclosed, its SEC status is currently listed as Approved, with a registration date of Oct 18, 2001.
Fee Only Financial Advisors Syraucuse, NY | Fee Only Financial Planners Syracuse, NY | Financial Planning Syracuse, NY | Wealth Management Syracuse NY
Need a fee only financial advisor in Syracuse, NY? Check out Rockbridge Investment Management and their expert team of fee-only certified financial planners in CNY.
Direct Owners
-
ANTHONY ROBERT FARELLA
MANAGER owns more than 25% but less than 50%
-
CRAIG ALLEN BUCKHOUT
MANAGER owns more than 50% but less than 75%
-
DAVID MATTHEW CARROLL
MEMBER owns less than 5%
-
PATRICIA ANNE EDWARDS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
PATRICK EUGENE ROHE
MEMBER owns more than 5% but less than 10%
-
ROBERT JOHN RYAN
CHIEF INVESTMENT OFFICER owns less than 5%