Jean-Paul
Atallah
Rzh Advisors LLC
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About this Advisor
Jean-Paul Atallah is a financial advisor based in Stamford, Connecticut, working with Rzh Advisors LLC. Jean-Paul has previously held positions at Wells Fargo Advisors Financial Network, LLC, Gyl Financial Synergies, LLC, and Rzh Advisors LLC. Jean-Paul has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Jean-Paul is part of Rzh Advisors LLC, which operates out of Stamford, Connecticut. The firm has 11 employees and manages assets totaling $1.7 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Rzh Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Rzh Advisors LLC Brokerage Details
$1,718,028,015
11
1,438
$1,194,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jean-Paul Atallah Work History
Rzh Advisors LLC
Gyl Financial Synergies, LLC
Wells Fargo Advisors Financial Network, LLC
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
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