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RS

Richard A. Stallone

RAS CAPITAL SERVICES
Wilton, CT
Some features on this profile are disabled
CRD#: 1343037
RS

Professional summary


Richard Angelo Stallone is a registered financial advisor currently at RAS CAPITAL SERVICES, INC. located in Wilton, Connecticut.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Richard has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Angelo Stallone's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 16, 2009 - Present

RAS CAPITAL SERVICES, INC.

RIA
CRD#: 149993
Wilton, CT
Past

January 2, 2009 - July 16, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past

March 7, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
WILTON, CT
Past

February 11, 2005 - July 16, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WILTON, CT
Past

May 10, 2004 - February 23, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEW YORK, NY
Past

February 10, 1997 - February 23, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 6, 1992 - February 10, 1997

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

July 14, 1987 - May 22, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 26, 1986 - June 23, 1987

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

October 16, 1985 - December 10, 1986

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

March 6, 1985 - August 26, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(7/16/2009)
IAR
New York
(10/9/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RC
RAS CAPITAL SERVICES, INC.
NAME 927 | RAS CAPITAL SERVICES, INC.

CRD#: 149993 / SEC#:

Connecticut
Registered Investment Advisory firm - (6/25/2009 Approved)
New York
Registered Investment Advisory firm - (8/7/2009 Approved)
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Contact information


Main Address
Wilton, CT
Mailing Address
Phone number
(203) 243-6321
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 52,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RAS CAPITAL SERVICES, INC.

CRD#: 149993Wilton, CT

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