Rheal Radwany, financial advisor Denver CO

Rheal Radwany

CRD Number: 6929734
Current Firm: Syntrinsic Investment Counsel, LLC

Rheal Radwany (CRD# 6929734) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 3 years of experience in the finance industry.

Similar Advisors
Eric Courage , financial advisor Denver CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Richard Weintraub, financial advisor Denver CO
Richard E. Weintraub
CRD# 3073220
Meridian Wealth Management LLC
Similar Advisors
Chad Aaberg, financial advisor Denver CO
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Company Name Location Dates Years
Sarah Tinkler, Clu®, Chfc®, Ricp®, Cfp®, Northwestern Mutual Denver, CO Apr 2018 - Jun 2018 < 1
Unemployed Denver, CO Sep 2017 - Apr 2018 < 1
Cambridge Associates Arlington, VA Feb 2015 - Sep 2017 2
Accounttemps - A Robert Half Company (the Motley Fool) Alexandria, VA Dec 2014 - Feb 2015 < 1
Full-time Education Fairfax, VA Jun 2008 - Dec 2014 6
George Mason University, Office Of Housing And Residence Life Fairfax, VA Aug 2011 - Jun 2013 1
George Mason University - International Student Affairs Fairfax, VA Sep 2012 - May 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Rheal R. Radwany
Phone Number: 303-296-7100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,254
    MILLIONS
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $3,158,975
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CO, GA, IL, NY, TX

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.