Rockbridge Investment Management, LLC

Overview

Rockbridge Investment Management, LLC is an SEC registered investment adviser based in Syracuse, NY, registered since 2001. It reports $1.8B in assets under management across 4,133 accounts, with 18 employees. It has 11 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

97%

Accounts

4,133

Average account

$445K

Employees

18

Advisory reps

11

Registered since

2001

Jurisdictions

18

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Patrick Eugene Rohe Chief Executive Officer CRD 5556468
• David Krawczyk Chief Compliance Officer CRD 6029238
• Nicholas Anthony Stancato Chief Operating Officer CRD 7243320

3 more executive officers, with direct contact details

Advisory reps 3 of 11

• Claire Elizabeth Ariglio Investment Adviser Rep CRD 6403263
• Craig Allen Buckhout Investment Adviser Rep CRD 4363051
• David Matthew Carroll Investment Adviser Rep CRD 6034191

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

220 S Warren St Fl 9
Syracuse, NY 13202

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: rockbridgeinvest.com

Every state, with registration dates

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