RBT WEALTH LLC

NEWBURGH, New York·8 registered advisors·CRD# 330564
SEC# 801-1307023845-567-9000
01

Firm Overview

AUM
Regulatory assets under management
Employees
5
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at RBT WEALTH LLC

8 registered advisors
Davide Nmn Digenova
NEWBURGH, New York
Ita M. Rahilly
NEWBURGH, New York
Jolene Nmn Borell
NEWBURGH, New York
Jonathan Rouis
NEWBURGH, New York
Michael A. Turturro
NEWBURGH, New York
Shannon Nmn Mannese
NEWBURGH, New York
Susan L. Howell
NEWBURGH, New York
Tonia A. Crown
NEWBURGH, New York
05

Office Locations

NEWBURGH, New York
8 advisors

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Data sourced from SEC Form ADV filings. RBT WEALTH LLC (CRD# 330564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.