RP
RP
Rory Pinsky
10 Years of Experience
Westbury, NY
1 DisclosureBroker
Rory Pinsky is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbury, NY, with 10 years of industry experience. Rory is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
1400 Old Country Rd, Suite 408, Westbury, NY, 11590
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2023Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Foresters Advisory Services, LLC
March 2018 - June 2019 · 1 yr 3 mos
Foresters Financial Services, INC.Broker
July 2016 - June 2019 · 2 yrs 11 mos
State Registrations17 states
ARCACOCTDCDEFLGAMDMENCNJNYPASCTXWA
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.
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