AdvisorOS Directory
Claim Profile
Unclaimed Profile
SR

Stephen Craig Raffaele

RGT CAPITAL MANAGEMENT, LTD.·DALLAS, Texas
Clean recordRGT CAPITAL MANAGEMENT, LTD.
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 1900825Firm CRD# 104953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Craig Raffaele · DALLAS, TX
Registration
CRD #1900825 · RGT CAPITAL MANAGEMENT, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Craig Raffaele is a registered financial advisor based in DALLAS, Texas, affiliated with RGT CAPITAL MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
RGT WEALTH ADVISORS, LLC
RGT WEALTH ADVISORS
AUM
$5.8B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at RGT WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1900825
Firm CRD# 104953
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen Craig Raffaele offer?
Stephen Craig Raffaele specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Stephen Craig Raffaele's credentials?
Stephen Craig Raffaele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Craig Raffaele located?
Stephen Craig Raffaele is based in DALLAS, Texas, working with RGT CAPITAL MANAGEMENT, LTD.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Stephen Craig Raffaele charge for services?
Stephen Craig Raffaele'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 CAPITAL MANAGEMENT, LTD.?
RGT CAPITAL MANAGEMENT, LTD. has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RGT CAPITAL MANAGEMENT, LTD.

Ashley Davis Blanchette
DALLAS, TX
Gregory Thomas Bone
DALLAS, TX
Jaime E Ross
DALLAS, TX
John Alexander Bricker
DALLAS, TX
Peter Alan Lodwick
DALLAS, TX
Anne K Hill
DALLAS, TX

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile