This Week
  • Siblings Bradley Calkins and Katherine Lindahl are co-CEOs of Rochester Midland.

  • The number of temporary help employees locally has grown since the recession.

  • Kelby Russell wants you to know: Local wines are among the world's finest.

  • Employee cross-training has become essential for organizations to run smoothly.

  • P3 Systems Inc. sells and services new and refurbished networking equipment.

  • Challenges mount for area companies that do business in Russia.

Two financial advisers rank among top 100 in N.Y.

Rochester Business Journal
March 15, 2013

Rochester-area financial advisers Marc Fischer and Stephen Brown are among New York’s top 100 advisers listed by Barron’s.

Fischer, executive director and institutional consulting director at Linden Oaks-based Graystone Consulting, ranked 74th on the 2013 list announced last month.

Fischer manages assets totaling $3 billion at Graystone, a unit of Morgan Stanley Smith Barney LLC, with typical accounts of $20 million from clients with typical net worth of $30 million. He was 55th on the 2012 list.

Brown, an adviser with Merrill Lynch Wealth Management in Perinton, ranked 77th. He oversees assets of more than $2.5 billion, with typical accounts of $32 million from clients with an average net worth of $50 million. He ranked 84th last year.

Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work, representatives of Barron’s explained.

(c) 2012 Rochester Business Journal. To obtain permission to reprint this article, call 585-546-8303 or email service@rbj.net.


What You're Saying 

There are no comments yet. Be the first to add yours!

Post Your Own Comment

 
Username:
Password:

Not registered? Sign up now!
 

To Do   Text Size
Post CommentPost A Comment eMail Size1
View CommentsView All Comments PrintPrint Size2
ReprintsReprints Size3
  • E-mailed
  • Commented
  • Viewed
RBJ   Google