Unclaimed Profile

Ryan Walpert Hass

RF&L WEALTH MANAGEMENT, LLC·ACTON, Massachusetts

Series 65Clean record10 years registeredRF&L WEALTH MANAGEMENT, LLC

525 MASSACHUSETTS AVENUE, ACTON, MA 01720CRD# 6616911Firm CRD# 140210

Profile Verification

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

Identity

Ryan Walpert Hass · ACTON, MA

Registration

CRD #6616911 · RF&L WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

RF&L WEALTH MANAGEMENT, LLC

Feb 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 26, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RF&L WEALTH MANAGEMENT, LLC

CRD 140210 · SEC 801-66710

AUM

$287M

Regulatory assets under management

Employees

405 client accounts

Services offered by RF&L WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RF&L WEALTH MANAGEMENT, LLC →

Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ACTON?

Browse all registered financial advisors in ACTON, Massachusetts or claim this profile if it's yours.

Browse ACTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ryan Walpert Hass offer?

Ryan Walpert Hass specializes in Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.

What are Ryan Walpert Hass's credentials?

Ryan Walpert Hass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Walpert Hass located?

Ryan Walpert Hass is based in ACTON, Massachusetts, working with RF&L WEALTH MANAGEMENT, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.

How does Ryan Walpert Hass charge for services?

Ryan Walpert Hass's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RF&L WEALTH MANAGEMENT, LLC?

RF&L WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →