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Frederick James Minges

Alesco Advisors LLC

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About Frederick James Minges

Frederick James Minges is an investment advisor representative at Alesco Advisors LLC. Frederick has been with Alesco Advisors since November 2009. He has a Series 63 and Series 65 license and experience in the industry dating back to 1996. Frederick has worked for several firms over the years including SEI Financial Services Company, Constellation Investment Distribution Company Inc., and Federated Securities Corp. Frederick is registered with the state of New York and Texas as an investment advisor representative.

Firm Information

Frederick Minges 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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Frederick Minges’s Registration & Firm History

NY

01/22/2016 - Present

Alesco Advisors LLC (PITTSFORD NY)

NY

02/18/2009 - 12/09/2009

FEDERATED SECURITIES CORP. (ROCHESTER NY)

PA

02/26/1997 - 12/31/2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)

PA

10/01/1996 - 02/28/1997

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

IA

Issued 09/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1999

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 07/27/1999

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/30/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederick James Minges.
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