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Christopher None Vassallo

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania
Clean record13 years registeredRTD FINANCIAL ADVISORS INC
30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 6125551Firm CRD# 110744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher None Vassallo · PHILADELPHIA, PA
Registration
CRD #6125551 · RTD FINANCIAL ADVISORS INC · 13 years registered
Brand Profile
Not yet started
01

Career History

Oct 2012present
02

Registrations & Exams

Registration record
First registered · October 8, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RTD FINANCIAL ADVISORS INC
CRD 110744 · SEC 801-19015
AUM
$2.1B
Regulatory assets under management
Employees
44
2,878 client accounts
Services offered by RTD FINANCIAL ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Christopher None Vassallo offer?
Christopher None Vassallo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Christopher None Vassallo's credentials?
Christopher None Vassallo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher None Vassallo located?
Christopher None Vassallo is based in PHILADELPHIA, Pennsylvania, working with RTD FINANCIAL ADVISORS INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Christopher None Vassallo charge for services?
Christopher None Vassallo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RTD FINANCIAL ADVISORS INC?
RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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