Robert
Granish

High Falls Advisors, Inc

CRD#6934192
Investment Advisor
in Rochester, NY

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About this Advisor

Robert Granish is a financial advisor who works out of Rochester, New York with 1 year of relevant experience. Granish is currently employed by High Falls Advisors, Inc. The advisor has gained experience at Rochester Institute Of Technology, Wegmans Food Markets, Inc, Onondaga Community College, Axa Advisors, LLC, Ameriprise Financial Services, Inc, High Falls Advisors and Leigh Baldwin & Co., LLC. Granish holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New York. High Falls Advisors, Inc is a company that has its headquarters in Rochester, NY. It manages $451 million in assets among its 1,640 client accounts, placing it among the bigger firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,640 customer accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by High Falls Advisors, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

180 South Clinton Ave Suite 300
Rochester, NY 14604

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High Falls Advisors, Inc Brokerage Details

Total Assets Under Management

$451,421,521

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,640

NY Average: 3,892
Average Account Size

$275,257

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Robert Granish Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Leigh Baldwin & Co., LLC

2021 - Present (3 years)

High Falls Advisors

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc

2018 - 2019 (1 year)

Axa Advisors, LLC

2014 - 2018 (4 years)

Rochester Institute Of Technology

2011 - 2018 (7 years)

Wegmans Food Markets, Inc

2010 - 2013 (3 years)

Onondaga Community College

*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 Robert Granish 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 High Falls Advisors, Inc

Deborah King
Rochester, NY
Robert Granish
Rochester, NY
Kenneth Burke
Rochester, NY
James Englert
Rochester, NY
Russell Mandrino
Rochester, NY
Robert Vay
Rochester, NY
Annrandyl Beach
Rochester, NY
Deborah Bastow
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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