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Craig Allen Buckhout

Rockbridge Investment Management, LLC

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About Craig Allen Buckhout

Craig Allen Buckhout is a financial advisor with Rockbridge Investment Management, LLC located in Syracuse, New York. Craig has been in the financial services industry since January 2008. Craig is a Chartered Financial Analyst and has been registered with the state of New York since May 27, 2021. Craig specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Craig Buckhout 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Craig Buckhout’s Registration & Firm History

NY

05/27/2021 - Present

Rockbridge Investment Management, LLC (SYRACUSE NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Allen Buckhout.
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