Jean-Paul
Atallah
Rzh Advisors LLC
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About this Advisor
Jean-Paul Atallah is a financial advisor operating out of Stamford, Connecticut, who has 1 year of relevant experience. Atallah currently works for Rzh Advisors LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC, Gyl Financial Synergies, LLC and Rzh Advisors LLC. Atallah has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut and Texas. Rzh Advisors LLC is a registered investment company based in Stamford, CT. It has $1 billion in total assets among its 1,318 accounts, making it one of the biggest firms in the nation by assets under management. Of its 1,318 client accounts, 70% belong to high-net-worth investors who have greater than $1 million in investable assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types billed by Rzh Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rzh Advisors LLC Brokerage Details
$1,401,647,765
11
1,318
$1,063,466
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jean-Paul Atallah Work History
Jean-Paul has been registered as a financial advisor for 1 years.*
Rzh Advisors LLC
Gyl Financial Synergies, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jean-Paul Atallah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rzh Advisors LLC
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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