Rise Financial Services, LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

7

Avg account

$0

Firm details

Headquarters: Miami Beach, Florida
CRD number: 146103
Registered since: June 10, 2008

Firm profile

FINTRX

Overview

Rise Financial Services, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Public dataset classification is "Unclassified." The firm is not identified as a capital allocator and does not designate itself as an active ESG investor. It is also not characterized as a multistate adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Ronald Bono
Co-Chief Compliance OfficerCRD 1247269
Andrew Reich
Chief Financial OfficerCRD 1966909

Contacts

3 of 5

Edmond Dantes
Executive Vice PresidentCRD 702381
Kyle Bender
DirectorCRD 2287329
Lisa Avolio-garofalo
Registered RepresentativeCRD 3085396

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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

Similar firms

Whitehall Capital Markets LLC

Miami Beach, FL

Plural Brokerage LLC

Miami Beach, FL

Stoneliving Securities, LLC

Miami Beach, FL

Demeter Advisory Group, LLC

Miami Beach, FL

Amplify Community Investment Partners, LLC

Miami Beach, FL

Phcp, LLC

Miami Beach, FL

More Broker-Dealers in Miami Beach →All Florida Broker-Dealers →