linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Claire Elizabeth Kobylanski

Rockbridge Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Claire? Claim Your Profile

About Claire Elizabeth Kobylanski

Claire Kobylanski is a registered Investment Advisor Representative with Rockbridge Investment Management, LLC. Claire has been in the industry since June 2014. Claire is registered in New York and holds the Series 6 and Series 63 licenses. She has been with Rockbridge Investment Management since September 2015. Claire specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses. Rockbridge Investment Management manages over $1 billion in assets and focuses on individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Claire Kobylanski is currently registered with Rockbridge Investment Management, LLC. Rockbridge Investment Management, LLC is an investment advisor headquartered in Syracuse, New York. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for businesses and individuals.
Rockbridge Investment Management, LLC

220 SOUTH WARREN STREET

SYRACUSE, NY 13202

$1.49B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Claire Kobylanski’s Registration & Firm History

NY

05/06/2021 - Present

Rockbridge Investment Management, LLC (SYRACUSE NY)

NY

04/07/2015 - 09/17/2015

ONEIDA WEALTH MANAGEMENT, INC. (ROME NY)

Not sure if Claire Elizabeth Kobylanski is right for you?

Licenses & Designations

BC

Issued 06/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claire Elizabeth Kobylanski.
Not sure if Claire Elizabeth Kobylanski is right for you?