R. F. Lafferty & Company, Inc.

R. F. Lafferty & Company, Inc. (CRD# 2498) is a financial advisory firm headquartered in New York, NY. They manage $33,000,000 in 126 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $261,905
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AL, AR, CA, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at R. F. Lafferty & Company, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Janice A. Ginsburg
CRD#: 1026086
150 N Radnor Chester Road Suite F-200, Radnor, PA 19087
96
Wealthminder
score

Janice Ginsburg (CRD# 1026086) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Radnor, PA and has over 34 years of experience in the finance industry. Janice Ginsburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Van D. Olmstead
CRD#: 815874
150 N Radnor Chester Road Suite F-200, Radnor, PA 19087
96
Wealthminder
score

Van Olmstead (CRD# 815874) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Radnor, PA and has over 35 years of experience in the finance industry. Van Olmstead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Louis J. Ciavarella
CRD#: 5283039
150 N Radnor Chester Road Suite F-200, Radnor, PA 19087
93
Wealthminder
score

Louis Ciavarella (CRD# 5283039) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Radnor, PA and has over 9 years of experience in the finance industry.

4
Robert M. Hackel
CRD#: 2626413
40 Wall Street Suite 1901, New York, NY 10005
93
Wealthminder
score

Robert Hackel (CRD# 2626413) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in New York, NY and has over 19 years of experience in the finance industry.

5
Robert J. Stravinski
CRD#: 2751054
Potomac Falls, VA
93
Wealthminder
score

Robert Stravinski (CRD# 2751054) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Potomac Falls, VA and has over 20 years of experience in the finance industry.

6
Stephen N. Moss
CRD#: 4849568
150 N Radnor Chester Road Suite F-200, Radnor, PA 19087
81
Wealthminder
score

Stephen Moss (CRD# 4849568) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Radnor, PA and has over 12 years of experience in the finance industry.

7
Charles J. Lawrence
CRD#: 3131566
40 Wall Street Suite 1901, New York, NY 10005
68
Wealthminder
score

Charles Lawrence (CRD# 3131566) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in New York, NY and has over 17 years of experience in the finance industry.

8
Athanasios Tomaras
CRD#: 2722538
3980 Tampa Road Suite 202, Oldsmar, FL 34677
63
Wealthminder
score

Athanasios Tomaras (CRD# 2722538) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Oldsmar, FL and has over 20 years of experience in the finance industry.

9
Michael J. Bartolotta
CRD#: 4450916
333 Westchester Ave, White Plains, NY 10604
61
Wealthminder
score

Michael Bartolotta (CRD# 4450916) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in White Plains, NY and has over 10 years of experience in the finance industry.

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