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Evan Carr

Armbruster Capital Management, Inc.

Pittsford, NY

CRD 7675533

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Employer firm

Armbruster Capital Management, Inc. CRD 151590

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Armbruster Capital Management, Inc.

1250 Pittsford Victor Road Building 100, Suite 180, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-12
  • NY RA
    APPROVED
    Since 2023-07-12

Branch Locations

1250 Pittsford Victor Road Building 100, Suite 180, 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
Medtronic Rochester NY 05/2013 05/2022
O'KEefe Stevens Advisory Rochester NY 07/2022 Present
  • 05/2013 → 05/2022
    Medtronic
    Rochester, NY
  • 07/2022 → Present
    O'KEefe Stevens Advisory
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY

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