DC
David Carroll
from Rockbridge Investment Management, LLC
David Carroll is a financial advisor based in New York, Syracuse,
with 12 years of experience. David currently works for
Rockbridge Investment Management, LLC.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Carroll works at Rockbridge Investment Management, LLC
Rockbridge Investment Management, LLC is a financial advisory firm based in Syracuse, New York. It currently has approximately $1,221,182,489 of assets under management and employs about 19 people. Rockbridge Investment Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
220 South Warren Street, 9th Floor, Syracuse, New York, 13202
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