Frederick J. Minges

ALESCO ADVISORS LLC

PITTSFORD, NY 14534

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CRD#: 2761817

Professional summary

Frederick James Minges, who also goes by Fritz Minges, is a registered financial advisor currently at ALESCO ADVISORS LLC located in Pittsford, New York.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Frederick has worked at 6 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fritz Minges

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 22, 2016 - Present

ALESCO ADVISORS LLC

Office #1: 120 Office Park Way, Pittsford, NY 14534

CRD#: 108590

PITTSFORD, NY

Past

April 15, 2009 - December 9, 2009

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

February 18, 2009 - December 9, 2009

FEDERATED SECURITIES CORP.

CRD#: 5009

ROCHESTER, NY

Past

February 4, 2009 - December 9, 2009

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

ROCHESTER, NY

Past

February 26, 1997 - December 31, 2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

CRD#: 40644

JENKINTOWN, PA

Past

October 1, 1996 - February 28, 1997

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

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
(5/30/2021)

IAR

Texas
(1/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 7/27/1999

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 39

Date: 8/12/1999

Direct Participation Programs Principal Examination

Current Firm

ALESCO ADVISORS LLC

ALESCO ADVISORS LLC | WEALTHCFO LLC

CRD#: 108590 / SEC#: 801-57453

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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

Documents

Latest Form ADV

Part 2 Brochures

ALESCO ADVISORS LLC 2025 ADV PART 2A BROCHURE (3/26/2025)

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	Cover Page	Report
01/22/2025	Cover Page	Report
12/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Frederick J. Minges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

SEI INVESTMENTS DISTRIBUTION CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2021

Series 63

Date: 6/26/2009

Series 22

Date: 7/27/1999

Series 6

Date: 9/30/1996

Series 39

Date: 8/12/1999

Current Firm

ALESCO ADVISORS LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALESCO ADVISORS LLC

TRUST BUT VERIFY

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