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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Dipasquale is an Investment Advisor Representative at Cobblestone Capital Advisors, LLC, a firm based in Rochester, New York. John has been in the financial industry since 1994. John is registered with the state of New York. John holds the Series 63, Series 65, and Series 7 licenses.
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
05/08/2021 - Present
Cobblestone Capital Advisors, LLC (ROCHESTER NY)
NY
04/07/1994 - 03/29/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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