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Christopher Brodhead is a Registered Investment Advisor with Alesco Advisors LLC. Christopher has been in the industry since 2013 and holds the Series 65 - Uniform Investment Adviser Law Examination. Christopher works in the Pittsford, NY office of the firm. Christopher's practice specializes in providing financial planning services to individuals, charitable organizations, corporations or other businesses, pension and profit sharing plans, and DC plans/401(K)s.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning services
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2
NY
10/06/2021 - Present
Alesco Advisors LLC (PITTSFORD NY)
IA
Issued 10/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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