TG
Todd D. Green
ALESCO ADVISORS LLC
Pittsford, NY 14534
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CRD#: 2583266
TG
Professional summary
Todd David Green is a registered financial advisor currently at ALESCO ADVISORS LLC located in Pittsford, New York.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Todd has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) FERA Diagnostics and Biologicals (5900 Matrix Drive, Suite 10; College Station, TX 77845) - Board Member. Joined 2/16/21. Not investment-related. FERA combines science and innovation to bring practical, research-proven products to the animal health field. Approximately 1 hour per month devoted to this position (may be during securities trading hours). (2) International Polymer Solutions, aka iPolymer (5 Studebaker; Irvine, CA 92618) - Board Member. Joined 1/1/21. Not investment-related. iPolymer manufactures a wide range of high purity fluid handling products and engineered fabricated solutions. Approximately 1 hour per month devoted to this position (may be during securities trading hours). (3) Kyntronics (6565 Davis Industrial Parkway; Solon, OH 44139) - Board member. Joined 1/1/21. Not investment-related. Kyntronics modular and electro hydraulic actuator design provides the highest force-density combined with precision control in a cost-effective, an all-in-one package. The SMART hydraulic actuators provide precision actuation systems for a wide range of high-speed and high-force requirements. Approximately 1 hour per month devoted to this position (may be during securities trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Todd David Green's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 7, 2021 - Present
ALESCO ADVISORS LLC
Office #1: 120 Office Park Way, Pittsford, NY 14534RIA
CRD#: 108590
Pittsford, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ALESCO ADVISORS LLC
ALESCO ADVISORS LLC | WEALTHCFO LLC
CRD#: 108590 / SEC#: 801-57453
RIA
Registered Investment Advisory firm - (4/14/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(9/7/2021)
Current Firm
AA
ALESCO ADVISORS LLC
ALESCO ADVISORS LLC | WEALTHCFO LLC
CRD#: 108590 / SEC#: 801-57453
RIA
Registered Investment Advisory firm - (4/14/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Office Park Way, Pittsford, NY 14534
Mailing Address
Phone number
(585) 586-0970
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,662 |
| AUM (Assets Under Management) | $ 4,810,630,597 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | ||
| 01/22/2025 | ||
| 12/18/2023 | ||
| 11/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALESCO ADVISORS LLC
CRD#: 108590Pittsford, NY 14534TRUST BUT VERIFY
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