AdvisorOS Directory
Claim Profile
SR

Stephen Craig Raffaele

RGT CAPITAL MANAGEMENT, LTD.·DALLAS, Texas
Unclaimed Profile
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 1900825Firm CRD# 104953
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
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
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in DALLAS
Stuart Laidlaw Brown — HAMPTON ROCK WEALTH MANAGEMENT I, LLCJane Ross Bolin — CARROLLTON MINERAL PARTNERS GP, LPMichael Christopher Mewhinney — CLOVER PARTNERS, L.P.Jerry Vernie Smith — WYNN-CROSBY MANAGEMENT, LTD.John Armstrong Henry (iii) — TRIGATE MANAGEMENT LLC
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile