Rise Advisors, LLC

CRD 309760 · Rochester, NY · $441.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 309760
SEC number: 801-119066
Firm type: RIA
Assets under management: $441.2M as of Mar 24, 2026
Website: www.linkedin.com/company/rise-advisors-llc ↗
Phone: 585-565-3444
Address: 400 Linden Oaks, Rochester, NY, 14625

Advisors at this firm

7 in our index · page 1 of 1

Zachary Maxwell HarringtonCRD 6199685 · Rochester, NY

IA Registered
Mark Bradford JonesCRD 4442200 · Rochester, NY

IA RegisteredRegistration inactive
Stephanie Michel KelmCRD 6165565 · Rochester, NY

IA RegisteredRegistration inactive
Charles Edward LovejoyCRD 5026043 · Rochester, NY

IA RegisteredRegistration inactive
Mark Douglas LewisCRD 8021386 · Wellsville, NY

IA Registered
Angelica Lynn SudoreCRD 7315809 · Rochester, NY

IA Registered
Abigail WilsonCRD 8114215 · Rochester, NY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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