Unclaimed Profile

Joseph Patrick Nolan

RGT WEALTH ADVISORS, LLC·DALLAS, Texas

12 years registeredRGT WEALTH ADVISORS, LLC

5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 4649846Firm CRD# 104953

Profile Verification

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

Identity

Joseph Patrick Nolan · DALLAS, TX

Registration

CRD #4649846 · RGT WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RGT WEALTH ADVISORS, LLC

RGT WEALTH ADVISORS

Mar 2014 – Mar 2022

DALLAS, TX

Registrations & Exams

Registration record

First registered · March 21, 2014

Years registered · 12

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RGT WEALTH ADVISORS, LLC

CRD 104953 · SEC 801-27090

AUM

$5.8B

Regulatory assets under management

Employees

4,575 client accounts

Services offered by RGT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at RGT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Patrick Nolan offer?

Joseph Patrick Nolan specializes in Financial Planning, Investment Management, Retirement Planning.

What are Joseph Patrick Nolan's credentials?

Joseph Patrick Nolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Patrick Nolan located?

Joseph Patrick Nolan is based in DALLAS, Texas, last registered with RGT WEALTH ADVISORS, LLC.

How does Joseph Patrick Nolan charge for services?

Joseph Patrick Nolan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RGT WEALTH ADVISORS, LLC?

RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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