Paul
Cella

Research Financial Strategies

CRD#2165318
Investment Advisor
in Rockville, MD

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About this Advisor

Paul Cella is a financial advisor based in Rockville, Maryland, working with Research Financial Strategies. Paul has previously held positions at Nfp Securities, Inc, International Assets Advisory, International Assets Investment Management, LLC, Purshe Kaplan Sterling Investments, Reutemann Financial Solutions, Inc Dba Keyarx Capital Advisors, The Keyarx Group, Fort Ghent Brokerage, LLC, and League Med. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Paul is part of Research Financial Strategies, which operates out of Rockville, Maryland. The firm has 5 offices and 11 employees. The firm manages assets totaling $273.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Research Financial Strategies includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2273 Research Blvd Suite 101
Rockville, MD 20850-3264

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Research Financial Strategies Brokerage Details

Total Assets Under Management

$273,008,020

MD Average: $6,889,882,315
Total Number of Employees

11

MD Average: 45
Total Number of Accounts

1,490

MD Average: 765
Average Account Size

$183,227

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Cella Work History

2023 - Present (1 year)

Fort Ghent Brokerage, LLC

2021 - Present (3 years)

Reutemann Financial Solutions, Inc Dba Keyarx Capital Advisors

2007 - Present (17 years)

The Keyarx Group

2023 - 2023 (< 1 year)

League Med

2021 - 2023 (2 years)

Purshe Kaplan Sterling Investments

2015 - 2021 (6 years)

International Assets Advisory

2015 - 2021 (6 years)

International Assets Investment Management, LLC

2007 - 2015 (8 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Paul Cella 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 Research Financial Strategies

J. Brian King
Watkinsville, GA
Paul Cella
Rockville, MD
Richard Scott
Cleveland, OH
Lance Yurich
Cleveland, OH
John Reutemann
Rockville, MD
Neal Bobys
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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