Unclaimed Profile

Samuel Mcmanus Kiefer

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 66Clean record16 years registeredRPG FAMILY WEALTH ADVISORY, LLC

25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 2833958Firm CRD# 158528

Profile Verification

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

Identity

Samuel Mcmanus Kiefer · BURLINGTON, MA

Registration

CRD #2833958 · RPG FAMILY WEALTH ADVISORY, LLC · 16 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2022 – present

PINNACLE PRIVATE WEALTH, LLC

May 2018 – Sep 2022

BURLINGTON, MA

RPG FAMILY WEALTH ADVISORY, LLC

Feb 2012 – Jun 2018

BURLINGTON, MA

UBS FINANCIAL SERVICES INC.

Jun 2010 – Feb 2012

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · June 21, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD 158528 · SEC 801-72631

AUM

$492M

Regulatory assets under management

Employees

533 client accounts

Services offered by RPG FAMILY WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Samuel Mcmanus Kiefer offer?

Samuel Mcmanus Kiefer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Samuel Mcmanus Kiefer's credentials?

Samuel Mcmanus Kiefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Mcmanus Kiefer located?

Samuel Mcmanus Kiefer is based in BURLINGTON, Massachusetts, working with RPG FAMILY WEALTH ADVISORY, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Samuel Mcmanus Kiefer charge for services?

Samuel Mcmanus Kiefer'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 RPG FAMILY WEALTH ADVISORY, LLC?

RPG FAMILY WEALTH ADVISORY, LLC has approximately 24 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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