Zachary
Mullally
Cobblestone Capital Advisors, LLC
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About this Advisor
Zachary Mullally is a financial advisor working in Rochester, New York with a total of 2 years of relevant experience. Mullally is an employee of Cobblestone Capital Advisors, LLC. Throughout their career, they have worked at Cobblestone Capital Advisors, LLC, The Warrior Factory, Louis S. Wolk Jcc Of Greater Rochester, Nazareth College, Valvetech, Inc and Canandaigua Academy. Mullally has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in New York. Cobblestone Capital Advisors, LLC is a registered investment company headquartered in Rochester, NY. The firm has a total of 41 employees. It manages $2 billion in total assets between its 2,906 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 23 charitable organizations. Of its 2,906 accounts, 35% belong to high-net-worth clients who have greater than $1 million in assets. Cobblestone Capital Advisors, LLC provides a diverse set 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. A financial advisor's fees usually are based on the type of services offered. Fees charged by Cobblestone Capital Advisors, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
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
Zachary Mullally Work History
Zachary has been registered as a financial advisor for 2 years.*
Cobblestone Capital Advisors, LLC
Cobblestone Capital Advisors, LLC
The Warrior Factory
Louis S. Wolk Jcc Of Greater Rochester
Nazareth College
Valvetech, Inc
Canandaigua Academy
*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 Mullally 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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