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RBT WEALTH LLC
RBT WEALTH LLC
NEWBURGH, New York
·
8 registered advisors
·
CRD# 330564
SEC# 801-130702
3
845-567-9000
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at RBT WEALTH LLC
8 registered advisors
Davide Nmn Digenova
NEWBURGH, New York
CRD# 7943422
Ita M. Rahilly
NEWBURGH, New York
CRD# 7913278
Jolene Nmn Borell
NEWBURGH, New York
CRD# 7943425
Jonathan Rouis
NEWBURGH, New York
CRD# 6451369
Michael A. Turturro
NEWBURGH, New York
CRD# 7943293
Shannon Nmn Mannese
NEWBURGH, New York
CRD# 7943427
Susan L. Howell
NEWBURGH, New York
CRD# 7913275
Tonia A. Crown
NEWBURGH, New York
CRD# 7913279
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
.