CRD: 128596
R.a.i. Financial Services, Inc.
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2001
- Office Locations
- 1
Office Locations
About R.a.i. Financial Services, Inc.
R.A.I. Financial Services, Inc. is a privately owned RIA in Lynnfield, MA providing investment advisory, financial planning, and insurance guidance for individuals and families as well as IRAs, retirement plans, trusts/estates, charities, and businesses. The team builds customized portfolios aligned to client goals, with an ETF-heavy implementation. The firm states it receives no special compensation on client security purchases.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH MICHAEL ROSANO
Financial Advisor, President
- CRD
- #4717454
- Ownership
- 75% or more
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,372,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,372,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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