Rockdale Financial Services, Inc.

Rockdale Financial Services, Inc. (CRD# 128829) is a financial advisory firm headquartered in Eatontown, NJ. They manage $42,595,601 in 148 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $287,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, NJ, TX

Financial Advisors at Rockdale Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen W. Richman
CRD#: 853284
Naples, FL
83
Wealthminder
score

Stephen Richman (CRD# 853284) is an Investment Advisor Representative working at Rockdale Financial Services, Inc. in Naples, FL and has over 27 years of experience in the finance industry.

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