RC
CFP
RC
CFP

Rinaldo Crassa

22 Years of Experience
Smithtown, NY
Broker

Rinaldo Crassa is a CFP-designated registered investment advisor, based in Smithtown, NY, with 22 years of industry experience.

Location

95 Smithtown Blvd, Smithtown, NY, 11787

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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

Rinaldo works as an associate/employee at Hendel Wealth Management Group, supporting a financial advisor and prospecting for new clients. This takes about half of Rinaldo's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2016 - September 2019 · 3 yrs 2 mos
Hsbc Securities (USA) INC.
January 2014 - May 2016 · 2 yrs 4 mos
Hsbc Securities (USA) INC.Broker
December 2013 - May 2016 · 2 yrs 5 mos
Sip Nordic America LLCBroker
January 2011 - September 2012 · 1 yr 8 mos
Newbridge Securities CorporationBroker
February 2010 - January 2011 · 11 mos
Wells Fargo Advisors, LLCBroker
April 2009 - January 2010 · 9 mos
Capital Brokerage CorporationBroker
November 2004 - February 2009 · 4 yrs 3 mos
Dreyfus Service Corporation
February 2004 - October 2004 · 8 mos
Dreyfus Service CorporationBroker
June 2003 - October 2004 · 1 yr 4 mos
Pruco Securities CorporationBroker
January 2002 - June 2003 · 1 yr 5 mos
State Registrations30 states
AZCACOCTDEFLGAILKYLAMAMDMEMOMTNCNHNJNMNYOHPARISCTNTXVAVTWAWV
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.
Rinaldo Crassa - Financial Advisor | TrueAdvisor