Zachary
Harrington

Rise Advisors, LLC

CRD#6199685
Investment Advisor
in Rochester, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zachary Harrington is a financial advisor based out of Rochester, New York, with 1 year of relevant experience. Harrington is an employee of Rise Advisors, LLC. Over the course of their career, Harrington has held roles at High Falls Advisors, Inc, Ralph Honda, Northlanding Financial Partners, LLC and Rise Advisors, LLC. Harrington maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in New York. Rise Advisors, LLC is a financial advisory company operating out of Rochester, NY. It manages $200 million in assets under management between its 1,124 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,124 accounts, 35% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Rise Advisors, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of financial services provided. Fees charged by Rise Advisors, LLC most likely include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

400 Linden Oaks Suite 120
Rochester, NY 14625

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rise Advisors, LLC Brokerage Details

Total Assets Under Management

$199,982,817

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

7

NY Average: 88
Total Number of Accounts

1,124

NY Average: 3,892
Average Account Size

$177,921

NY Average: $1,917,921

Investment Advisory Services

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

Zachary Harrington Work History

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

2020 - Present (4 years)

Rise Advisors, LLC

2017 - Present (7 years)

Northlanding Financial Partners, LLC

2014 - 2017 (3 years)

High Falls Advisors, Inc

2011 - 2014 (3 years)

Ralph Honda

*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 Zachary Harrington 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 Rise Advisors, LLC

Stephanie Kelm
Rochester, NY
Angelica Sudore
Rochester, NY
Zachary Harrington
Rochester, NY
Scott Klatt
Rochester, NY
Mark Jones
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started