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Roni Dersovitz

RD LEGAL CAPITAL, LLC·CRESSKILL, New Jersey
Clean recordRD LEGAL CAPITAL, LLC
45 LEGION DRIVE, CRESSKILL, NJ 07626CRD# 5696478Firm CRD# 151013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roni Dersovitz · CRESSKILL, NJ
Registration
CRD #5696478 · RD LEGAL CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roni Dersovitz is a registered financial advisor based in CRESSKILL, New Jersey, affiliated with RD LEGAL CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
RD LEGAL CAPITAL, LLC
RD LEGAL CAPITAL, LLC
AUM
$148M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RD LEGAL CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: EXCESS INCOME OVER 13.5% ANNUAL RETURN TO INVESTORS
Regulatory
SEC/IARD CRD# 5696478
Firm CRD# 151013
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roni Dersovitz offer?
Roni Dersovitz specializes in Retirement Planning. Contact their office in CRESSKILL, New Jersey for a consultation.
What are Roni Dersovitz's credentials?
Roni Dersovitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roni Dersovitz located?
Roni Dersovitz is based in CRESSKILL, New Jersey, working with RD LEGAL CAPITAL, LLC. Their office serves clients in the CRESSKILL metropolitan area and surrounding communities.
How does Roni Dersovitz charge for services?
Roni Dersovitz's firm is compensated through performance-based fees, other: excess income over 13.5% annual return to investors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RD LEGAL CAPITAL, LLC?
RD LEGAL CAPITAL, LLC has approximately 6 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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