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Allison Tyminski Rumschik

RIDGEWAY CONGER ADVISORY SERVICES, INC·NEW WOODSTOCK, New York
SIE, Series 7, Series 24, Series 31, Series 66CFPClean record19 years registeredRIDGEWAY CONGER ADVISORY SERVICES, INC
2123 MAIN STREET, NEW WOODSTOCK, NY 13122CRD# 5239290Firm CRD# 139372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allison Tyminski Rumschik · NEW WOODSTOCK, NY
Registration
CRD #5239290 · RIDGEWAY CONGER ADVISORY SERVICES, INC · 19 years registered
Brand Profile
Not yet started
01

Career History

SYCAMORE FINANCIAL GROUP
Jul 2017 – present
RIDGEWAY CONGER ADVISORY SERVICES
Jun 2008 – Jun 2014
NEW WOODSTOCK, NY
MORGAN STANLEY & CO. INCORPORATED
Aug 2007 – Jun 2008
SYRACUSE, NY
MERRILL LYNCH PIERCE FENNER & SMITH INC.
May 2007 – Aug 2007
SYRACUSE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · May 14, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIDGEWAY CONGER ADVISORY SERVICES, INC
CRD 139372 · SEC 801-66272
AUM
$103M
Regulatory assets under management
Employees
22
893 client accounts
Services offered by RIDGEWAY CONGER ADVISORY SERVICES, INC
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 RIDGEWAY CONGER ADVISORY SERVICES, INC →
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Frequently Asked Questions

What services does Allison Tyminski Rumschik offer?
Allison Tyminski Rumschik specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW WOODSTOCK, New York for a consultation.
What are Allison Tyminski Rumschik's credentials?
Allison Tyminski Rumschik holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Allison Tyminski Rumschik located?
Allison Tyminski Rumschik is based in NEW WOODSTOCK, New York, working with RIDGEWAY CONGER ADVISORY SERVICES, INC. Their office serves clients in the NEW WOODSTOCK metropolitan area and surrounding communities.
How does Allison Tyminski Rumschik charge for services?
Allison Tyminski Rumschik'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 RIDGEWAY CONGER ADVISORY SERVICES, INC?
RIDGEWAY CONGER ADVISORY SERVICES, INC has approximately 22 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIDGEWAY CONGER ADVISORY SERVICES, INC

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Brian Joseph Murphy
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Leigh Mccobb Garber
NEW WOODSTOCK, NY
Richard Alan Garber
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Andrew Joseph Lyons
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