Best Investors Account Sign in
Inactive

James George Gould

Alesco Advisors, LLC, An Esl Company

Pittsford, NY

CRD 2177785

Claim This Profile
Employer firm

Alesco Advisors, LLC, An Esl Company CRD 339091

$5.61B regulatory AUM 44 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Alesco Advisors, Llc, An Esl Company

120 Office Park Way, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-10
  • NY RA
    APPROVED
    Since 2026-02-10

Branch Locations

120 Office Park Way, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alesco Advisors Llc (F/K/A Wealthcfo) Pittsford NY 02/2000 11/2025
Esl Newco I, Llc Pittsford NY 11/2025 Present
  • 02/2000 → 11/2025
    Alesco Advisors Llc (F/K/A Wealthcfo)
    Pittsford, NY
  • 11/2025 → Present
    Esl Newco I, Llc
    Pittsford, NY
Previous Registrations
  • 2021-08-10 → 2026-01-30
    Alesco Advisors Llc
    Pittsford, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-10
S63 Uniform Securities Agent State Law Examination 1991-11-20
  • S65 Uniform Investment Adviser Law Examination
    2021-08-10
  • S63 Uniform Securities Agent State Law Examination
    1991-11-20

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Pittsford, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor