D'arcangelo Financial Group, LLC

D'arcangelo Financial Group, LLC (CRD# 149613) is a financial advisory firm headquartered in Utica, NY. They manage $16,630,453 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
133 Business Park Drive, Utica, NY 13502
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $302,372
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, OH

Financial Advisors at D'arcangelo Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Ritz, financial advisor Rome NY
Robert R. Ritz
CRD#: 5650663
200 East Garden Street, Rome, NY 13440

Robert Ritz (CRD# 5650663) is an Investment Advisor Representative working at D'arcangelo Financial Group, LLC in Rome, NY and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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