PEARTREE ADVISORY

DAVID S PEARTREE DBA PEARTREE ADVISORY

CRD 335723

1648 HIGHLAND AVE, ROCHESTER, NY, 14618, United States

Phone

585-721-7287

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-04

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD