Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Marie Olivo is an investment advisor representative with Cobblestone Capital Advisors, LLC, and has been with the firm since March 2023. Elise is also a registered investment advisor in New York. Prior to joining Cobblestone Capital Advisors, LLC, Elise worked in various roles, including with Alexander Enterprises, Esperanza Mansion Group, Target Corporation, Clemenza's Pizzeria, Mendon Meadows Marketplace, Honeoye Falls Lima High School, St. John Fisher University and St. John Fisher University. Elise holds the Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/20/2023 - Present
Cobblestone Capital Advisors, LLC (ROCHESTER NY)
IA
Issued 05/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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