A complete list of active advisors currently associated with Genesee Capital Advisors, LLC
Warmer can help you find a great advisor at Genesee Capital Advisors, LLC or one who fits your needs even better.
Genesee Capital Advisors offers investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, retirement plans, charitable organizations and businesses. The firm provides discretionary and non-discretionary portfolio management using model portfolios of mutual funds and ETFs, standalone financial planning engagements, and retirement plan advisory services. The firm’s approach is primarily long-term and model-driven, combining fundamental and technical analysis while occasionally using individual stocks, bonds or options to meet specific client needs. Portfolios are constructed and monitored on an ongoing basis with formal reviews at least annually, and clients may place reasonable investment restrictions on their accounts. Genesee manages roughly $420 million in regulatory assets for 544 clients supported by two advisors, resulting in an unusually high client-to-advisor ratio (about 270 clients per advisor) relative to peers, which may influence how services are delivered. The firm also serves in ERISA fiduciary roles for retirement plans, maintains an institutional relationship with Charles Schwab for custody and operational support, and its advisors are licensed insurance professionals who may receive separate commission-based compensation.
To learn more about the advisors currently working at Genesee Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, NY
| 34
| |
Auburn, NY
| 20
|
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