Rise Financial Services, LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 146103
- Registered since
- June 10, 2008
Firm profile
FINTRXOverview
Rise Financial Services, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2008. Ownership is recorded as a domestic entity with an individual owner. The profile in FINTRX classifies the firm as unclassified and indicates it is not a related adviser, not newly formed, and not a multi-state adviser. FINTRX does not populate several descriptive fields for the firm: listed entries for client segments, fee schedules, business activities, and advisory services are blank in the dataset, so there is no published breakdown of client types or service lines in this source.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Fredrick Scuteri
Chief Operating OfficerCRD 2623915

Andrew Reich
Chief Financial OfficerCRD 1966909

Ronald Bono
Co-Chief Compliance OfficerCRD 1247269
Contacts
3 of 5Lisa Avolio-garofalo
Registered RepresentativeCRD 3085396

Kyle Bender
DirectorCRD 2287329
Edmond Dantes
Executive Vice PresidentCRD 702381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 653 Collins Ave
- Time zone
- ET (UTC-5)
- Office locations
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