Nicholas
Savas

Rfg Advisory, LLC

CRD#6220803
Investment Advisor
in Pittsford, NY

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About this Advisor

Nicholas Savas is a financial advisor based in Pittsford, New York, working with Rfg Advisory, LLC. Nicholas has previously held positions at Axa Advisors, LLC, Equitable Advisors, LLC, Rfg Advisory, LLC Dba Sixpoint Financial Partners, and Private Client Services. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Nicholas is part of Rfg Advisory, LLC, which operates out of Pittsford, New York. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1169 Pittsford Victor Rd Suite 120
Pittsford, NY 14534

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

NY Average: $1,620,585,161
Total Number of Employees

195

NY Average: 52
Total Number of Accounts

17,871

NY Average: 1,560
Average Account Size

$215,951

NY Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nicholas Savas Work History

2024 - Present (0 year)

Rfg Advisory, LLC Dba Sixpoint Financial Partners

2024 - Present (0 year)

Private Client Services

2013 - Present (11 years)

Equitable Advisors, LLC

2013 - 2020 (7 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Nicholas Savas 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 Rfg Advisory, LLC

Susan Auer
Colorado Springs, CO
Mackenzie Bekeza
Colorado Springs, CO
Casey Marshall
Birmingham, AL
Brittani Schaefer
Saint Louis, MO
Sean Cawley
Brentwood, TN
Alexander Neri
Birmingham, AL
Chandler Dutram
Saint Petersburg, FL
Zachary Wicker
Birmingham, AL

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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