Thomas
Bartlett
Cobblestone Capital Advisors, LLC
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About this Advisor
Thomas Bartlett is a financial advisor based in Rochester, New York, working with Cobblestone Capital Advisors, LLC. Thomas has previously held a position at Cobblestone Capital Advisors, LLC and is registered to provide services in New York. Currently, Thomas is part of Cobblestone Capital Advisors, LLC, which operates out of Rochester, New York. The firm has one office and 41 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cobblestone Capital Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cobblestone Capital Advisors, LLC Brokerage Details
$2,577,480,524
41
3,163
$814,885
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
Thomas Bartlett Work History
Cobblestone Capital Advisors, LLC
Disclosures
Please visit the SEC profile of Thomas Bartlett 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
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