SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
9 N Main Street, Honeoye Falls, NY, 14472
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Horizon Financial
November 2025 - Present · 2 mos
Private Client Services, LLC Broker
November 2025 - Present · 2 mos
Previous Registrations
Edward Jones
July 2023 - November 2025 · 2 yrs 4 mos
Edward Jones Broker
June 2023 - November 2025 · 2 yrs 5 mos
State Registrations8 states
MDNCNHNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.