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 has been SEC-registered since 2008. The firm is owned by a domestic entity and an individual and is classified in the source data as "unclassified." The firm is not flagged as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. The snapshot data does not include detailed descriptions of the firm's advisory services, client segments, fee schedules, or investment mandates.
Assets & Accounts
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
2 of 2
Fredrick Scuteri
Chief Operating OfficerCRD 2623915
Andrew Reich
Chief Financial OfficerCRD 1966909
Contacts
3 of 6Lisa 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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