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Ezra Cornell

Cornell Pochily Investment Advisors, Inc.

Ithaca, NY

CRD 707941

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Employer firm

Cornell Pochily Investment Advisors, Inc. CRD 145355

$654M regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cornell Pochily Investment Advisors, Inc.

2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-07
TX RA APPROVED_RES 2017-04-21
  • NY RA
    APPROVED
    Since 2021-08-07
  • TX RA
    APPROVED_RES
    Since 2017-04-21

Branch Locations

2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094 • 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
Purshe Kaplan Sterling Albany NY 01/2008 12/2018
Cornell Pochily Investment Advisors Ithaca NY 01/2008 Present
  • 01/2008 → 12/2018
    Purshe Kaplan Sterling
    Albany, NY
  • 01/2008 → Present
    Cornell Pochily Investment Advisors
    Ithaca, NY
Other Businesses

1) PARK OUTDOOR ADVERTISING; BOARD OF DIRECTORS START DATE AUGUST 2017 2) 123 LINDEN AVE CORPORATION START DATE OCTOBER 2001 (Corporate Ownership of Real Estate) 3) 281 DEVELOPMENT CORPORATION START DATE OCTOBER 1994 (Corporate Ownership of Real Estate): Includes a. South Hill Business Campus b. South Hill Business Partners c. 119 Linden Avenue 4) CORNELL UNIVERSITY; BOARD OF TRUSTEES START DATE NOVEMBER 1969

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-18
S63 Uniform Securities Agent State Law Examination 1980-09-05
  • S65 Uniform Investment Adviser Law Examination
    1992-02-18
  • S63 Uniform Securities Agent State Law Examination
    1980-09-05

View on SEC IAPD

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