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Financial ADVSR advisor directory · SEC adviser records

Rfg Advisory, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Rfg Advisory, LLC office in New York, by city and A to Z.

The short answer

6 registered advisors work at Rfg Advisory, LLC in New York, out of 168 nationwide; it's the firm's number 3 state by advisors, and the most are in Pittsford (4). 2 list the CFP designation and 3 are also registered broker representatives.

Rfg Advisory, LLC advisors by city in New York

Every firm in New York →

Pittsford 4Rochester 2Long Beach 1Poughkeepsie 1Webster 1

Rfg Advisory, LLC advisors in New York, A to Z

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Rfg Advisory, LLC advisors in every state →Rfg Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Rfg Advisory, LLC in other states

Alabama 85Missouri 11Colorado 8Texas 8Florida 7Arizona 4Georgia 4Louisiana 4South Carolina 3Virginia 3

Questions

How many Rfg Advisory, LLC financial advisors are in New York?

6 investment adviser representatives are registered at Rfg Advisory, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 168 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Where in New York does Rfg Advisory, LLC have the most advisors?

Pittsford, with 4, then Rochester (2). Rfg Advisory, LLC has advisors in 5 cities in New York.

How do I check a Rfg Advisory, LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rfg Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.