WEALTH DESIGN SERVICES INC. of ROCHESTER, NY is an SEC-registered investment adviser (CRD 128133). Regulatory assets under management: $34.5M.
| Name | Role | Location |
|---|---|---|
| SCHWARTZ STEVEN GARY | BRANCH MANAGER & SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| NELSON BRETT ALAN | CHIEF COMPLIANCE OFFICER | — |
| BLOCK JAMIE FRANCES | SHAREHOLDER | — |
| BLOCK JAMIE | SHAREHOLDER | — |