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Alesco Advisors, LLC, An Esl Company CRD 339091
$5.61B regulatory AUM 44 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 Office Park Way, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern Life | San Diego | CA | 10/2022 | 11/2023 |
| Western And Southern Brokerage Services | Cincinnati | OH | 10/2022 | 11/2023 |
| San Diego State University | San Diego | CA | 06/2020 | 10/2022 |
| Grossmont College | El Cajon | CA | 01/2018 | 06/2020 |
| Grossmont College Ace Program | El Cajon | CA | 01/2017 | 01/2018 |
| Profesor Luis Ravera N269 | Villa Mugueta | 02/2011 | 12/2016 | |
| Principal Life Insurance Company | San Diego | CA | 12/2023 | 09/2024 |
| Principal Securities Inc | San Diego | CA | 12/2023 | 09/2024 |
| Ameriprise Financial Services, Llc | Roseville | CA | 12/2024 | 06/2026 |
| Sofia University | Costa Mesa | CA | 08/2023 | 12/2025 |
| Alesco Advisors, Llc, An Esl Company | Pittsford | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-19 |
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