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Douglas N Emblidge

Alesco Advisors LLC

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About Douglas N Emblidge

Douglas N Emblidge is an investment advisor representative at Alesco Advisors LLC. Douglas has been in the financial services industry since September 1983. Douglas is registered with the state of New York. Douglas holds the Series 65 license and is a Registered Investment Advisor. Douglas is an experienced financial advisor with a proven track record of success. Douglas specializes in providing financial planning services to individuals and families. Douglas's expertise in financial planning includes a wide range of services, including retirement planning, investment management, and estate planning. Douglas is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Douglas Emblidge 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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Douglas Emblidge’s Registration & Firm History

NY

01/09/2023 - Present

Alesco Advisors LLC (PITTSFORD NY)

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Licenses & Designations

IA

Issued 10/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas N Emblidge.
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