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).
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Total Assets Under Management273MILLION
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Total Number of Accounts1,490ACCOUNTS
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Average Account Value$183,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, CO, DC, DE, FL, GA, IL, LA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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.
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.
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.
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.
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.
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.