RC
RC

Rachel Kathryn Coia

4 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B
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Location

500 Linden Oaks, Suite 210, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rachel operates under the DBA Jensen, Marks, Langer, and Vance LLC for her LPL business since June 2021. Since May 2022, Rachel also provides minimal administrative support to Sterling Investment Counsel, LLC, an independent investment advisor firm.

Employment History
Current Registrations
Captrust
October 2025 - Present · 4 mos
Cobblestone Capital Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
LPL Financial LLCBroker
July 2021 - September 2024 · 3 yrs 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.