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Cole T Schmitt

Alesco Advisors LLC

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About Cole T Schmitt

Cole T Schmitt is an Investment Advisor Representative with Alesco Advisors LLC, a firm based in Pittsford, NY. Cole has been working in the financial services industry since March of 2010. Cole has passed the Series 63, Series 65, Series 7TO, and the SIE exams. Cole specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Alesco Advisors LLC, Cole worked at CETERA ADVISORS LLC. Cole has a strong background in working with clients and providing financial guidance to individuals, families and small business owners.

Firm Information

Cole Schmitt is currently registered with Alesco Advisors LLC. Alesco Advisors LLC is an investment advisor based in Pittsford, NY, that provides financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to individuals, high net worth individuals, corporations, charities, pension plans, and other institutions. The firm has $4.43 billion in regulatory assets under management.
Alesco Advisors LLC

120 OFFICE PARK WAY

PITTSFORD, NY 14534

$4.43B

Assets Under Management

27

Total Clients

14

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Financial planning services

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Cole Schmitt’s Registration & Firm History

NY

09/02/2022 - Present

Alesco Advisors LLC (PITTSFORD NY)

NY

12/19/2018 - 08/03/2022

CETERA ADVISORS LLC (PITTSFORD NY)

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Licenses & Designations

IA

Issued 05/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2018

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole T Schmitt.
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