Tanya E. Rapacz

THE ADVISORY GROUP OF SAN FRANCISCO

Ellicott City, MD

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CRD#: 4795967

Professional summary

Tanya Elizabeth Rapacz, CFP® is a registered financial advisor currently at THE ADVISORY GROUP OF SAN FRANCISCO, LLC located in Ellicott City, Maryland.

Tanya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Tanya has worked at 5 firms .

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.

1)The Partnership Resource, PO Box 2517, Ellicott City, MD 21401,Position:,Owner/Mediator since 9/2012,Not investment related, Business: Provide consulting to business partners in the areas of mergers, conflict ,resolution, and succession. Speak and blog on this topic. Offer partnership ,compatibility assessments., 8 hours per week, during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanya Elizabeth Rapacz's CRS (Customer Relationship Summary).

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®

CFP^®

RIA

CRD#: 128298

BOSTON, MA

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".

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

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

Maryland
(11/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

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Contact information

Main Address

44 Montgomery St. Suite 300, San Francisco, CA 94104

Mailing Address

Phone number

(415) 977-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGSF - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 825,288,953

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.

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Tanya E. Rapacz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanya Elizabeth Rapacz's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

ARTHUR STEIN FINANCIAL, LLC

COMPASS WEALTH MANAGEMENT, LLC

GARNET GROUP LLC

SMITH RAPACZ, LLC

Primary Firm SEC Registration

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

State Registrations and Notice Filings

Exams

Current Firm

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

TRUST BUT VERIFY

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