RETIREMENT ADVISORY SERVICES CORP.
Legal name: RETIREMENT ADVISORY SERVICES CORP
CRD #108609 SEC #801-57956 FORT WASHINGTON, PA 215-628-8500
SEC Registered
Total AUM
$116.2M
Discretionary
$62.9M
Employees
3
Clients
1
Accounts
257
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREIBERG, ELLIOTT, DENNIS | I | PRESIDENT | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | PRESIDENT | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | VICE PRESIDENT | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT | D | Control |
| SOBEL, PATRICIA, HALE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT | D | Control |
| SOBEL, PATRICIA, HALE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SOBEL, PATRICIA, HALE | I | PRESIDENT | D | Control |
| FREIBERG, ELLIOTT, DENNIS | I | PRESIDENT | C | Control |
| FREIBERG, ELLIOTT, DENNIS | I | PRESIDENT | C | Control |
| SCHWARTZ, JOHN, ROBERT | I | VICE PRESIDENT | C | Control |
| SCHWARTZ, JOHN, ROBERT | I | SHAREHOLDER | C | Control |
| SCHWARTZ, JOHN, ROBERT | I | VICE PRESIDENT | C | Control |
| SCHWARTZ, JOHN, ROBERT | I | SHAREHOLDER | C | Control |
| SCHWARTZ, JOHN, ROBERT | I | SHAREHOLDER | B | Control |
| SOBEL, PATRICIA, HALE | I | SECRETARY/TREASURER | B | |
| SOBEL, PATRICIA, HALE | I | SECRETARY/TREASURER | B |
Registrations
Federal
IA
Mar 28, 2017 REGISTERED
Notice Filings (4)
FL NJ NY PA
Address
1300 VIRGINIA DRIVESUITE 123
FORT WASHINGTON, PA 19034
United States
Phone: 215-628-8500