Unclaimed
Kevin Ruster is an investment advisor representative registered with Alesco Advisors LLC. Kevin is a Chartered Financial Analyst (CFA) and has been in the industry since May 2013. Kevin is registered with the state of New York. Alesco Advisors LLC is a registered investment adviser with the Securities and Exchange Commission (SEC) and is based in Pittsford, NY. The firm provides financial planning services, portfolio management for individuals and businesses, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning services
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2
NY
11/22/2021 - Present
Alesco Advisors LLC (PITTSFORD NY)
Active
Inactive
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