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 is registered with the SEC (registration year listed as 2008). Public filings for the firm provide minimal detail about its business model or client segments. Ownership is recorded as a domestic entity/individual and the firm’s classification is listed as unclassified. The snapshot data indicates the firm does not identify as a capital allocator and does not characterize itself as an active ESG investor.
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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