Rise Financial Services, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
146103
Registered since
June 10, 2008

Firm profile

FINTRX

Overview

Rise Financial Services, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2008. Ownership is recorded as a domestic entity with an individual owner. The profile in FINTRX classifies the firm as unclassified and indicates it is not a related adviser, not newly formed, and not a multi-state adviser. FINTRX does not populate several descriptive fields for the firm: listed entries for client segments, fee schedules, business activities, and advisory services are blank in the dataset, so there is no published breakdown of client types or service lines in this source.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Fredrick Scuteri

    Fredrick Scuteri

    Chief Operating OfficerCRD 2623915

  • Andrew Reich

    Andrew Reich

    Chief Financial OfficerCRD 1966909

  • Ronald Bono

    Ronald Bono

    Co-Chief Compliance OfficerCRD 1247269

Contacts

3 of 5
  • Lisa Avolio-garofalo

    Registered RepresentativeCRD 3085396

  • Kyle Bender

    Kyle Bender

    DirectorCRD 2287329

  • Edmond Dantes

    Executive Vice PresidentCRD 702381

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
653 Collins Ave
Time zone
ET (UTC-5)
Office locations

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