THE RETIREMENT SPECIALIST OF CENTRAL OHIO

THE RETIREMENT SPECIALIST OF CENTRAL OHIO of NEWARK, OH is an SEC-registered investment adviser (CRD 173810). Regulatory assets under management: $18.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 173810
• Type: Registered investment adviser
• Location: 974 N 21ST STREET, SUITE C1, NEWARK, OH, 43055
• Phone: 740-345-0055
• Latest filing: 2026-05-08
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 3
• Accounts: 176

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search