PEARTREE ADVISORY

PEARTREE ADVISORY of ROCHESTER, NY is an SEC-registered investment adviser (CRD 335723).

Registration

• CRD: 335723
• Type: Registered investment adviser
• Location: 1648 HIGHLAND AVE, ROCHESTER, NY, 14618
• Phone: 585-721-7287
• Latest filing: 2026-03-04
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search