RIA Intelligence

RISE ADVISORS, LLC

CRD #309760 SEC #801-119066 ROCHESTER, NY 585-565-3444
SEC Registered
Total AUM
$340.9M
Discretionary
$311.8M
Employees
7
Clients
10
Accounts
1,169

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
HARRINGTON, ZACHARY, MAXWELLIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
JONES, MARK, BRADFORDIPARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KELM, STEPHANIE, MICHELICCO, PARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control
KLATT, SCOTT, GREGORYIPARTNERC Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (5)

FL NC NY PA TX

Address

400 LINDEN OAKS
SUITE 120
ROCHESTER, NY 14625
United States
Phone: 585-565-3444