Advisor at Registered Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Registered Investment Advisors, LLC
Location
Palm Beach Gardens, FL
Credentials
Series 65
Industry experience
5 years
Based on Registered Investment Advisors, LLC
1.5% annually
Fee-only: Fee-only portfolio advisory services; no commissions
Palm Beach Gardens, FL
Florida · New York · Texas
Registered Investment Advisors, LLC
2022 - Present (4 years)
Stacy Bond LLC for Wilson Sales Co Inc
2021 - Present (5 years)
New York Life Insurance Co
2019 - 2021 (2 years)
NYLIFE Securities LLC
2019 - 2021 (2 years)
UNEMPLOYED
2019 - 2019 (1 year)
Lsus
2019 - 2019 (1 year)
ORR Safety Corporation
2014 - 2019 (5 years)
PFS Investments
2000 - 2021 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Juno Beach, FL
TAK Advisory
CFA®, Series 63, Series 65, Series 66
Jupiter, FL
Tegeta Capital, LLC
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Series 63, Series 65
Jupiter, FL
Patriot Securities LLC
Series 63, Series 65
West Palm Beach, FL
Wintrice Money Advisors, LLC
Series 65
Jupiter, FL
Boca Retirement Strategies Inc.
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