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Thomas Edward Bolt

Cobblestone Capital Advisors, LLC

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About Thomas Edward Bolt

Thomas Edward Bolt is an Investment Advisor Representative at Cobblestone Capital Advisors, LLC. Thomas is registered with the state of New York and has been in the industry since December 2022. Thomas has a Series 65 license. Prior to joining Cobblestone Capital Advisors, LLC, Thomas worked at The Webb Law Firm and Marge's Lakeside Inn. Thomas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisers.

Firm Information

Thomas Bolt 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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Thomas Bolt’s Registration & Firm History

NY

02/24/2023 - Present

Cobblestone Capital Advisors, LLC (ROCHESTER NY)

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Licenses & Designations

IA

Issued 02/24/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Bolt.
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