Unclaimed Profile

Patricia Hale Sobel

RETIREMENT ADVISORY SERVICES CORP.·FORT WASHINGTON, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65Clean record26 years registeredRETIREMENT ADVISORY SERVICES CORP.

1300 VIRGINIA DRIVE, FORT WASHINGTON, PA 19034CRD# 2578068Firm CRD# 108609

Profile Verification

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

Identity

Patricia Hale Sobel · FORT WASHINGTON, PA

Registration

CRD #2578068 · RETIREMENT ADVISORY SERVICES CORP. · 26 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Mar 2014 – present

RETIREMENT ADVISORY SERVICES CORP

Nov 1999 – Oct 2017

FORT WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · November 2, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT ADVISORY SERVICES CORP.

CRD 108609 · SEC 801-57956

AUM

$116M

Regulatory assets under management

Employees

257 client accounts

Services offered by RETIREMENT ADVISORY SERVICES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT ADVISORY SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Patricia Hale Sobel offer?

Patricia Hale Sobel specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Patricia Hale Sobel's credentials?

Patricia Hale Sobel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Hale Sobel located?

Patricia Hale Sobel is based in FORT WASHINGTON, Pennsylvania, working with RETIREMENT ADVISORY SERVICES CORP.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does Patricia Hale Sobel charge for services?

Patricia Hale Sobel'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 RETIREMENT ADVISORY SERVICES CORP.?

RETIREMENT ADVISORY SERVICES CORP. has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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