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Raymond Thomas Spinelli

FIRST SAVINGS FINANCIAL SERVICES, INC.·DOYLESTOWN, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOClean recordFIRST SAVINGS FINANCIAL SERVICES, INC.
3969 DURHAM ROAD, DOYLESTOWN, PA 18902CRD# 1676130Firm CRD# 151715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Thomas Spinelli · DOYLESTOWN, PA
Registration
CRD #1676130 · FIRST SAVINGS FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PENN INVESTMENT ADVISORS, INC.
CRD 151715 · SEC 801-70683
AUM
$574M
Regulatory assets under management
Employees
9
1,139 client accounts
Services offered by PENN INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PENN INVESTMENT ADVISORS, INC. →
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04

Frequently Asked Questions

What services does Raymond Thomas Spinelli offer?
Raymond Thomas Spinelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.
What are Raymond Thomas Spinelli's credentials?
Raymond Thomas Spinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Thomas Spinelli located?
Raymond Thomas Spinelli is based in DOYLESTOWN, Pennsylvania, working with FIRST SAVINGS FINANCIAL SERVICES, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.
How does Raymond Thomas Spinelli charge for services?
Raymond Thomas Spinelli'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 FIRST SAVINGS FINANCIAL SERVICES, INC.?
FIRST SAVINGS FINANCIAL SERVICES, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST SAVINGS FINANCIAL SERVICES, INC.

Sean Michael Schmid
BALA CYNWYD, PA
Vlad Uchenik
DOYLESTOWN, PA
David Fleisher Ii
BALA CYNWYD, PA
Christian Myers Wagner
BALA CYNWYD, PA
Ned Michael Shanahan
DANVILLE, PA

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