Eric
Morris
Alesco Advisors LLC
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About this Advisor
Eric Morris is a financial advisor based in Pittsford, New York with a total of 1 year of relevant experience. Morris is currently employed by Alesco Advisors LLC. Their career trajectory has included roles at Rochester City School District, Young Women'S College Prep, Brighton Central School District, Syracuse University, Nazareth College Of Rochester and Alesco Advisors LLC. Morris has a Series 65 license, designating them as an investment advisor representative, and can operate in New York. Alesco Advisors LLC is a financial advisory business based in Pittsford, NY. The company has a total of 27 employees. It has $4 billion in assets under management between its 1,554 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 103 charities and foundations. Of its 1,554 client accounts, 48% belong to high-net-worth clients who have greater than $1 million in assets. Alesco Advisors LLC offers a number 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 for financial management typically are based on which services the firm provides the client. Fees charged by Alesco Advisors LLC most likely include any 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
Eric Morris Work History
Eric has been registered as a financial advisor for 1 years.*
Alesco Advisors LLC
Nazareth College Of Rochester
Syracuse University
Brighton Central School District
Rochester City School District
Young Women'S College Prep
*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 Eric Morris 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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