Rodney S. Engh
Professional summary
Rodney Spencer Engh, CFP® is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Rodney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rodney Spencer Engh's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
May 11, 2005 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143August 11, 2004 - February 4, 2005
BILL FEW SECURITIES, INC.
August 1, 2000 - December 13, 2021
BILL FEW SECURITIES, INC.
August 25, 1998 - October 27, 1999
FIRST SECURITY CAPITAL MANAGEMENT, INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2005)
(9/8/2022)
Exams
Current Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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