RTD FINANCIAL ADVISORS INC

RTD FINANCIAL ADVISORS INC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 110744). Regulatory assets under management: $2.7B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (30)

Showing 25 of 30 people.

NameRoleLocation
SMITH TAFT JAMESSENIOR VICE PRESIDENTCHICAGO, IL
Jeffrey Alan WeiandCHAIRMAN & CHIEF EXECUTIVE OFFICER—
Marc Charles LabadieEXECUTIVE VICE PRESIDENT—
Richard John DursoPRESIDENT/CHIEF FINANCIAL OFFICER/SENIOR WEALTH ADVISOR—
Mitchell Jeffrey MetzSENIOR VICE PRESIDENT—
Christopher None VassalloVICE PRESIDENT OF CLIENT DEVELOPMENT—
Rachel Fieweger MoranVICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT—
Gregory John YoungCHIEF INVESTMENT OFFICER—
Kevin John CremiCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER—
William George LoveSENIOR FINANCIAL PLANNER—
Nicole Marie OffermanVICE PRESIDENT OF EMPLOYER RETIREMENT PLAN SERVICES—
Man-Hyung HahnDIRECTOR OF TAX PLANNING/SHAREHOLDER;—
Brent Jacob ZacokDIRECTOR OF FINANCIAL PLANNING STANDARDS/SENIOR FINANCIAL PLANNER—
DILIBERTO ROY THOMASCHAIRMAN; FOUNDER—
BUSILLO RICHARD JOSEPHCHAIRMAN; CHAIRMAN AND CEO; PRESIDENT—
WEIAND JEFFREY ALANCHAIRMAN & CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER (+4 more)—
HOCHSCHWENDER JOHN FRANKEXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT; VICE PRESIDENT—
METZ MITCHELL JEFFREYSENIOR VICE PRESIDENT—
DAVIES ELIZABETH ANNPRESIDENT; VICE PRESIDENT—
DILIBERTO ANTHONY JOSEPHPLANNER—
ROSE CYNTHIA AVICE PRESIDENT—
YOUNG GREGORY JOHNCHIEF INVESTMENT OFFICER—
LABADIE MARC CHARLESCHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT—
DURSO RICHARD JOHNCHIEF FINANCIAL OFFICER; DIRECTOR OF FINANCIAL PLANNING—
VASSALLO CHRISTOPHER NONEDIRECTOR OF BUSINESS DEVELOPMENT; DIRECTOR, STRATEGIC PARTNERSHIPS; VICE PRESIDENT OF CLIENT DEVELOPMENT—

Branch offices (8)

CityStateEmployeesPhone
MARLTONNJ0215-557-3800
MALVERNPA0215-557-3800
BALA CYNWYDPA0215-557-3800
ATLANTAGA0215-557-3800
MARLTONNJ0215-557-3800
MALVERNPA0215-557-3800
BALA CYNWYDPA0215-557-3800
ATLANTAGA0215-557-3800

More on this firm