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Christopher Michael Ruspi

THE ALLIANCE OF WEALTH ADVISORS, LLC·HIGHLAND, Maryland
Unclaimed Profile
18301 MINK HOLLOW ROAD, HIGHLAND, MD 20777-9605CRD# 1934561Firm CRD# 164428
01

About

Christopher Michael Ruspi is a registered financial advisor based in HIGHLAND, Maryland, affiliated with THE ALLIANCE OF WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE ALLIANCE OF WEALTH ADVISORS, LLC
APPLIED FINANCIAL WISDOM
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE ALLIANCE OF WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1934561
Firm CRD# 164428
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Michael Ruspi offer?
Christopher Michael Ruspi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLAND, Maryland for a consultation.
What are Christopher Michael Ruspi's credentials?
Christopher Michael Ruspi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Michael Ruspi located?
Christopher Michael Ruspi is based in HIGHLAND, Maryland, working with THE ALLIANCE OF WEALTH ADVISORS, LLC. Their office serves clients in the HIGHLAND metropolitan area and surrounding communities.
How does Christopher Michael Ruspi charge for services?
Christopher Michael Ruspi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ALLIANCE OF WEALTH ADVISORS, LLC?
THE ALLIANCE OF WEALTH ADVISORS, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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