Cole
Schmitt
Alesco Advisors LLC
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About this Advisor
Cole Schmitt is a financial advisor who works in Pittsford, New York, with a total of 1 year of industry experience. Schmitt works at Alesco Advisors LLC. Their career trajectory has included roles at Wegmans Food Markets, Equimark East LLC, Bright Futures Wealth Management LLC, Cetera Advisors and Alesco Advisors LLC. Schmitt has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New York. Alesco Advisors LLC is a registered investment firm headquartered in Pittsford, NY. The company has a total of 27 people on staff. It oversees $4 billion in total assets between its 1,554 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 103 charities and foundations. Of its 1,554 accounts, 48% belong to high-net-worth investors who have greater than $1 million in assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Alesco Advisors LLC can consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alesco Advisors LLC Brokerage Details
$4,187,470,806
27
1,554
$2,694,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Cole Schmitt Work History
Cole has been registered as a financial advisor for 1 years.*
Alesco Advisors LLC
Bright Futures Wealth Management LLC
Cetera Advisors
Equimark East LLC
Wegmans Food Markets
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cole Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alesco Advisors LLC
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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