Secretary · Research Financial Strategies
Antoinette R. Reutemann
CRD 2600228 · Named on Form ADV at one SEC-registered adviser
At a glance
Research Financial Strategies, an SEC-registered wealth manager based in Rockville, MD with $252 million in regulatory assets, lists Antoinette R. Reutemann on its Form ADV as Secretary, a control person.
Firms and roles
- Research Financial StrategiesSecretaryWealth manager · Rockville, MD · $252M in regulatory assets
AtlasMembers
Antoinette’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- John F. ReutemannChief Executive Officer, Research Financial Strategies
- Valerie L AlexanderChief Financial Officer/ Chief Compliance Officer, Research Financial Strategies
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Antoinette’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.