Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carroll? Claim Your ProfileCarroll Griffin Wert is a registered Investment Advisor Representative with Cobblestone Capital Advisors, LLC. Carroll is a Certified Financial Planner. Carroll has been in the financial services industry since January 1998. Carroll's firm, Cobblestone Capital Advisors, LLC, is located in Rochester, NY. Cobblestone Capital Advisors, LLC primarily provides financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/05/2021 - Present
Cobblestone Capital Advisors, LLC (ROCHESTER NY)
Active
Inactive
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