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Stephen Thomas Mitchell

Alesco Advisors LLC

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About Stephen Thomas Mitchell

Stephen Thomas Mitchell is an investment advisor representative at Alesco Advisors LLC. Stephen has been in the financial services industry for over nine years. Stephen has a Series 7, Series 63, and Series 66 license. Stephen is registered with the state of New York. Stephen is also a registered representative of American Portfolios Financial Services, Inc., and Cetera Advisors LLC.

Firm Information

Stephen Mitchell 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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Stephen Mitchell’s Registration & Firm History

NY

02/07/2023 - Present

Alesco Advisors LLC (PITTSFORD NY)

NY

02/28/2017 - 01/03/2023

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)

NY

09/02/2015 - 03/01/2017

CETERA ADVISORS LLC (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 09/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Thomas Mitchell.
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