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Zachary Dillon Debottis

Rockbridge Investment Management, LLC

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About Zachary Dillon Debottis

Zachary Dillon Debottis is an Investment Advisor Representative associated with Rockbridge Investment Management, LLC. Zachary is a Certified Financial Planner and holds a state registration with New York. He is a registered representative and has worked in the financial services industry since June 2019. Zachary's primary role involves providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Zachary Debottis is currently registered with Rockbridge Investment Management, LLC. Rockbridge Investment Management, LLC is an investment advisor headquartered in Syracuse, New York. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for businesses and individuals.
Rockbridge Investment Management, LLC

220 SOUTH WARREN STREET

SYRACUSE, NY 13202

$1.49B

Assets Under Management

Not reported

Total Clients

10

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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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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Zachary Debottis’s Registration & Firm History

NY

05/07/2021 - Present

Rockbridge Investment Management, LLC (SYRACUSE NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Dillon Debottis.
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