Research Financial Strategies

Research Financial Strategies (CRD# 153247) is a financial advisory firm headquartered in Rockville, MD. They manage $273,008,020 in 1,490 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    1,490
    ACCOUNTS
  • Average Account Value
    $183,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, GA, IL, LA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Research Financial Strategies
Showing 1 - 6 of 6 top financial advisors.
1
Neal B. Bobys
CRD#: 24446
2273 Research Blvd, Suite 101, Rockville, MD 20850

Neal Bobys (CRD# 24446) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 41 years of experience in the finance industry.

2
Paul J. Cella
CRD#: 2165318
2273 Research Blvd, Suite 101, Rockville, MD 20850

Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 31 years of experience in the finance industry.

3
J. Brian King
CRD#: 4544538
1340 Ferncreek Drive, Bogart, GA 30677

J. Brian King (CRD# 4544538) is an Investment Advisor Representative working at Research Financial Strategies in Bogart, GA and has over 21 years of experience in the finance industry.

4
John F. Reutemann
CRD#: 374456
2273 Research Blvd, Suite 101, Rockville, MD 20850

John Reutemann (CRD# 374456) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 37 years of experience in the finance industry.

5
Richard K. Scott
CRD#: 1989224
6674 Pearl Road, Parma Heights, OH 44130

Richard Scott (CRD# 1989224) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 34 years of experience in the finance industry.

6
Lance R. Yurich
CRD#: 2159848
6674 Pearl Road, Parma Heights, OH 44130

Lance Yurich (CRD# 2159848) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 32 years of experience in the finance industry.

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