Celia Rafalko (CRD# 3186106) is an Investment Advisor Representative working at Cary Street Partners in Glen Allen, VA and has over 21 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners Investment Advisory LLC | Richmond, VA | Dec 2017 - Current | 6 |
| Rafalko Advisors, Inc. | Glen Allen, VA | Jun 2011 - Dec 2017 | 6 |
| Rafalko Investment Advisory | Manakin Sabot, VA | Jul 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
| S63 | Uniform Securities State Law Examination | Nov 2008 |
- TX
- VA
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Total Assets Under Management6,977MILLIONS
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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