Merrill
45yrs
Top advisor by experience in Pittsford
11yrs
Stephen Mitchell
Full name on record: Stephen Thomas Mitchell
Financial advisor at Alesco Advisors, LLC, an ESL
Based in Pittsford, New York, Stephen Mitchell is a fiduciary financial advisor with 11 years of industry experience. Stephen joined Alesco Advisors, LLC, an ESL in 2026, after three years at Alesco Advisors and four years at Novem Group. Stephen holds the CFA designation.
One of 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 71% of advisors at Alesco Advisors, LLC, an ESL
Office120 Office Park Way, Pittsford, NY 14534
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$5.09 million
Advisors at the firm14
States licensed ?1 state
Services through Alesco Advisors, LLC, an ESL
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowAlesco Advisors, LLC, an ESL CompanyCurrent firm
- 2023 – 2026Alesco Advisors LLCPreviously
- 2018 – 2023Novem GroupPreviously
- Mar 2017 – Aug 2018American Portfolios Advisors, Inc.Previously
Contact Stephen
(585) 586-0970Alesco Advisors, LLC, an ESL main office 120 Office Park WayPittsford, NY 14534Office · Get directions LinkedIn pageAlesco Advisors, LLC, an ESL
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Alesco Advisors, LLC, an ESL at (585) 586-0970 and ask for Stephen Mitchell. Stephen works from the Pittsford, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2015, about 11 years. More experience than 71% of advisors at Alesco Advisors, LLC, an ESL.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Alesco Advisors, LLC, an ESL reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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