RC
CFP
RC
CFP

Richard Colacino

31 Years of Experience
Brooklyn, NY
Broker

Richard Colacino is a CFP-designated registered investment advisor at Rc Financial, INC., based in Brooklyn, NY, with 31 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.

Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

RC Financial offers financial planning services on an hourly basis, with a maximum rate of $400 per hour. The total fee depends on the time spent, number of meetings, complexity, research, and staff resources. Fees are due at the conclusion of the meeting.

Hourly Rate:Up to $400/hr
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Location

304 7th Avenue, Brooklyn, NY, 11215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a tax preparer at Colacino Tax Partners, dedicating nearly full-time hours to this role. He is also the President and Investment Adviser Representative at RC Financial, Inc., and a joint owner/partner in rental properties, dedicating minimal time to each.

Employment History
Current Registrations
Rc Financial, INC.
August 2021 - Present · 4 yrs 9 mos
Osaic Wealth, INC.
March 2009 - Present · 17 yrs 2 mos
Osaic Wealth, INC.Broker
February 2003 - Present · 23 yrs 3 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
April 2000 - November 2002 · 2 yrs 7 mos
Cibc World Markets CORP.Broker
August 1994 - March 2000 · 5 yrs 7 mos
State Registrations16 states
CACTFLGAHIILINLAMAMENJNYPASCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.