Financial ADVSR advisor directory · SEC adviser records
Rfg Advisory, LLC financial advisors in Pittsford, NY
Every SEC-registered investment adviser representative at a Rfg Advisory, LLC office in Pittsford, A to Z.
The short answer
4 registered advisors work at Rfg Advisory, LLC in Pittsford, out of 168 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Rfg Advisory, LLC advisors in Pittsford, A to Z
Every Rfg Advisory, LLC advisor →- Allison BellInvestment adviser rep
- Michael J. GorskyInvestment adviser rep
- David M. Pulcini Jr.Certified Financial Planner · Also a broker rep
- Nicholas A. SavasCertified Financial Planner · Also a broker rep
Rfg Advisory, LLC advisors in every city and state →Rfg Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Rfg Advisory, LLC advisors in other cities
Vestavia Hills, AL 75Creve Coeur, MO 11Colorado Springs, CO 6Birmingham, AL 5Shreveport, LA 4Glen Allen, VA 3Madison, AL 3Alpharetta, GA 2Austin, TX 2Centennial, CO 2College Station, TX 2Flagstaff, AZ 2Plano, TX 2Rochester, NY 2Tampa, FL 2
Other firms in Pittsford
All Pittsford advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 54LPL Financial LLC 26Wells Fargo Clearing Services, LLC 25Commonwealth Financial Network 16Osaic Wealth, Inc. 15Alesco Advisors, LLC, An Esl Company 14Morgan Stanley 14Blue Horizon Equity, Inc. 12Charles Schwab & Co., Inc. 12LPL Enterprise, LLC 11Park Avenue Securities LLC 11Cetera Investment Advisers LLC 8
Questions
How many financial advisors does Rfg Advisory, LLC have in Pittsford?
4 investment adviser representatives are registered at Rfg Advisory, LLC offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 168 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Rfg Advisory, LLC one of the largest advisor employers in Pittsford?
Rfg Advisory, LLC ranks number 21 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.
How do I check a Rfg Advisory, LLC advisor in Pittsford?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.