Gabriel
Chodak
Cobblestone Capital Advisors, LLC
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About this Advisor
Gabriel Chodak is a financial advisor based out of Rochester, New York with 2 years of relevant experience. Chodak currently works for Cobblestone Capital Advisors, LLC. Chodak has gained experience at Rochester City School District, University Of Rochester and Cobblestone Capital Advisors, LLC. Chodak is approved to serve investors in New York. Cobblestone Capital Advisors, LLC is a financial advisory company that has its headquarters in Rochester, NY. It has a total of 41 people on staff. It has $2 billion in assets between its 2,906 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 23 charitable organizations. Of its 2,906 client accounts, 35% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Cobblestone Capital Advisors, LLC can consist of asset-based, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Cobblestone Capital Advisors, LLC Brokerage Details
$2,253,449,018
41
2,906
$775,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gabriel Chodak Work History
Gabriel has been registered as a financial advisor for 2 years.*
Cobblestone Capital Advisors, LLC
University Of Rochester
Rochester City School District
*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 Gabriel Chodak 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 Cobblestone Capital Advisors, LLC
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, 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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