Reby Advisors, LLC

Reby Advisors, LLC (CRD# 126140) is a financial advisory firm headquartered in Danbury, CT. They manage $328,040,717 in 555 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $591,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, NC, NJ, NY, PA, TX, VA

Financial Advisors at Reby Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Patrick M. Doherty
CRD#: 4543469
44 Old Ridgebury Road, 150, Danbury, CT 06810
96
Wealthminder
score

Patrick Doherty (CRD# 4543469) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 14 years of experience in the finance industry. Patrick Doherty 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
Daniel L. Granucci
CRD#: 4968727
44 Old Ridgebury Road, 150, Danbury, CT 06810
96
Wealthminder
score

Daniel Granucci (CRD# 4968727) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 11 years of experience in the finance industry. Daniel Granucci 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
Robert J. Reby
CRD#: 1388157
83 Wooster Heights, Danbury, CT 06810
96
Wealthminder
score

Robert Reby (CRD# 1388157) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 31 years of experience in the finance industry. Robert Reby 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.

4
Rudolf J. Weiss
CRD#: 718305
44 Old Ridgebury Road, 150, Danbury, CT 06810
96
Wealthminder
score

Rudolf Weiss (CRD# 718305) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 7 years of experience in the finance industry. Rudolf Weiss 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.

5
David R. Gies
CRD#: 5734716
44 Old Ridgebury Road, 150, Danbury, CT 06810
93
Wealthminder
score

David Gies (CRD# 5734716) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 6 years of experience in the finance industry.

6
Rosanne Schepis
CRD#: 2762792
44 Old Ridgebury Road, 150, Danbury, CT 06810
93
Wealthminder
score

Rosanne Schepis (CRD# 2762792) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 20 years of experience in the finance industry.

7
George J. Koeltl
CRD#: 2894410
83 Wooster Heights, Danbury, CT 06810
86
Wealthminder
score

George Koeltl (CRD# 2894410) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 19 years of experience in the finance industry. George Koeltl 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.

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