Rochester, NY Office

Team
Updated today

Client AUM

$2,421,303,413

Clients

2,094

Advisors

2

Of 14 advisors across 3 offices

Location

100 Chestnut St. 15th Floor

Rochester NY 14607

Advisors at this office

2

Advisors at this office

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Nicholas N

CFP®, Series 63

Rochester, NY

Courier Capital, LLC

Nicholas Norvell is a CFP® with five years of industry experience, currently serving as an advisor at Courier Capital, LLC in Rochester, NY. He has been associated with HNP Capital LLC since 2009. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm uses an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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David R

Series 63

Rochester, NY

Courier Capital, LLC

David Robbins is a financial advisor at Courier Capital, LLC in Rochester, NY, with four years of industry experience. He holds a Series 63 designation and previously worked at HNP Capital, LLC for twelve years before joining Courier Capital in 2023. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages assets on a discretionary basis using asset-allocation models, separately managed accounts, and model portfolios, with an Investment Committee overseeing manager selection and ongoing monitoring.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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