PRENTICE WEALTH MANAGEMENT LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 160052). Regulatory assets under management: $567.5M.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| William James Prentice | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| Shawn Stephen Tesoro | CHIEF INVESTMENT OFFICER / PART OWNER | — |
| PRENTICE WILLIAM JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| TESORO SHAWN STEPHEN | CHIEF INVESTMENT OFFICER/ PART OWNER | — |