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Isabella Francis Loughlin

Cobblestone Capital Advisors, LLC

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About Isabella Francis Loughlin

Isabella Loughlin is a financial advisor with Cobblestone Capital Advisors, LLC. Isabella has been in the financial industry since 2018. Isabella specializes in providing financial advice to individuals, families, and businesses. Isabella is a Registered Investment Advisor and is registered with the state of New York. Isabella is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Isabella Loughlin is currently registered with Cobblestone Capital Advisors, LLC. Cobblestone Capital Advisors, LLC is an investment advisor headquartered in Rochester, NY, with 22 investment advisor representatives and a total of 23 investment advisory functions. They manage over $2.5 billion in assets for various client types including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and donor-advised funds. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
Cobblestone Capital Advisors, LLC

500 LINDEN OAKS

ROCHESTER, NY 14625

$2.58B

Assets Under Management

Not reported

Total Clients

19

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Isabella Loughlin’s Registration & Firm History

NY

01/30/2024 - Present

Cobblestone Capital Advisors, LLC (ROCHESTER NY)

NY

12/04/2019 - 05/11/2023

LPL FINANCIAL LLC (VICTOR NY)

NY

04/17/2019 - 11/11/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)

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Licenses & Designations

BOTH

Issued 06/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Isabella Francis Loughlin.
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