Unclaimed Profile

Rafael Aaron Fogel

FALCON INVESTMENT ADVISORS, LLC·BOSTON, Massachusetts

Clean recordFALCON INVESTMENT ADVISORS, LLC

21 CUSTOM HOUSE STREET, 10TH FLOOR, BOSTON, MA 02110CRD# 2075644Firm CRD# 161548

Profile Verification

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

Identity

Rafael Aaron Fogel · BOSTON, MA

Registration

CRD #2075644 · FALCON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rafael Aaron Fogel is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FALCON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FALCON INVESTMENT ADVISORS, LLC

ONEX FALCON INVESTMENT ADVISORS, LLC

AUM

$4.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FALCON INVESTMENT ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2075644

Firm CRD# 161548

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rafael Aaron Fogel offer?

Rafael Aaron Fogel specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Rafael Aaron Fogel's credentials?

Rafael Aaron Fogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rafael Aaron Fogel located?

Rafael Aaron Fogel is based in BOSTON, Massachusetts, working with FALCON INVESTMENT ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Rafael Aaron Fogel charge for services?

Rafael Aaron Fogel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FALCON INVESTMENT ADVISORS, LLC?

FALCON INVESTMENT ADVISORS, LLC has approximately 30 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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