Paige Rafferty, financial advisor Darnestown MD

Paige Rafferty

CRD Number: 2389421
Current Firm: Bny Mellon Securities Corporation

Paige Rafferty (CRD# 2389421) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Darnestown, MD and has over 29 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Darnestown MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Darnestown MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Jessica Doll, financial advisor Darnestown MD
Jessica L. Doll
CRD# 5969842
Reframe Wealth, LLC
Company Name Location Dates Years
Mbsc Securities Corporation New York, NY Nov 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Jun 1996
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Paige C. Rafferty
Phone Number: 212-635-8827
Firm Website: http://www.bnymellon.com
Registered State(s):
  • DE
  • DC
  • MD
  • MT
  • VA
By the Numbers
  • Total Assets Under Management
    5,276
    MILLIONS
  • Total Number of Accounts
    3,794
    ACCOUNTS
  • Average Account Value
    $1,390,507
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.