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MR

Michael A. Rausch

NORTH RIVER WEALTH ADVISORS
Pittsburgh, PA 15237
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CRD#: 7515675
MR

Professional summary


Michael Allen Rausch is a registered financial advisor currently at NORTH RIVER WEALTH ADVISORS located in Pittsburgh, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm .

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 Michael Allen Rausch'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

April 20, 2022 - Present

NORTH RIVER WEALTH ADVISORS

Office #1: 5800 Corporate Drive Suite 300, Pittsburgh, PA 15237
RIA
CRD#: 319417
Pittsburgh, PA

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
Pennsylvania
(4/20/2022)
IAR
Texas
(8/2/2022)

Exams


Current Firm


NR
NORTH RIVER WEALTH ADVISORS
NORTH RIVER WEALTH ADVISORS | NORTH RIVER WEALTH ADVISORS LLC

CRD#: 319417 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (4/20/2022 Approved)
Texas
Registered Investment Advisory firm - (7/27/2022 Conditional Restricted)
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Contact information


Main Address
5800 Corporate Drive Suite 300, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 783-1780
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts217
AUM (Assets Under Management)$ 45,114,658

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


NORTH RIVER WEALTH ADVISORS

CRD#: 319417Pittsburgh, PA 15237

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