Unclaimed Profile

Rita Kay Buchfinck

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record29 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 869008Firm CRD# 6082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rita Kay Buchfinck · SAN FRANCISCO, CA

Registration

CRD #869008 · PROTECTED INVESTORS OF AMERICA · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

Jul 1997 – Jul 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Rita Kay Buchfinck offer?

Rita Kay Buchfinck specializes in Financial Planning, Investment Management.

What are Rita Kay Buchfinck's credentials?

Rita Kay Buchfinck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rita Kay Buchfinck located?

Rita Kay Buchfinck is based in SAN FRANCISCO, California, last registered with PROTECTED INVESTORS OF AMERICA.

How does Rita Kay Buchfinck charge for services?

Rita Kay Buchfinck's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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