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Harry I. Scheyer

Some features on this profile are disabled
CRD#: 1794219
HS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harry Isaac Scheyer was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 2002. Harry had worked at 2 firms and has passed the Series 6 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 18, 2016 - April 27, 2018

RTD FINANCIAL ADVISORS INC

RIA
CRD#: 110744
Marlton, NJ
Past

July 2, 2002 - March 30, 2016

PINNACLE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109947
MARLTON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RTD FINANCIAL ADVISORS INC
RTD FINANCIAL ADVISORS INC
PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA
Registered Investment Advisory firm - (6/13/1983 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 6
Date: 1/11/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RTD FINANCIAL ADVISORS INC
RTD FINANCIAL ADVISORS INC
PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA
Registered Investment Advisory firm - (6/13/1983 Approved)
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Contact information

Main Address
30 S. 17th Street Ste 1620, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 557-3800
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RTD FINANCIAL ADVISORS INC FORM ADV PART 2 (10/9/2025)

Regulatory assets under management

Total Number of Accounts2,979
AUM (Assets Under Management)$ 2,381,633,715

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

RTD FINANCIAL ADVISORS INC

RTD FINANCIAL ADVISORS INC

CRD#: 110744

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