Ethan
Rhinehart

Accolade Asset/Liability Advisory Services

CRD#6535483
Investment Advisor
in Columbus, OH

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About this Advisor

Ethan Rhinehart is a financial advisor based in Columbus, Ohio, working with Accolade Asset/Liability Advisory Services. Ethan has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, University At Buffalo, Russell Schwartzbeck, Massachusetts Mutual, Northwestern Mutual Life Insurance Company, State Farm, Bin 54, and Accolade Investment Advisory. Ethan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi, Ohio, and Texas. Currently, Ethan is part of Accolade Asset/Liability Advisory Services, which operates out of Columbus, Ohio. The firm has 2 offices and 6 employees. The firm manages assets totaling $1.4 billion and offers portfolio management for institutional clients. The fee structure at Accolade Asset/Liability Advisory Services includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8700 Orion Place Suite 100
Columbus, OH 43240-2078

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Accolade Asset/Liability Advisory Services Brokerage Details

Total Assets Under Management

$1,367,788,716

OH Average: $2,106,341,625
Total Number of Employees

6

OH Average: 34
Total Number of Accounts

41

OH Average: 1,972
Average Account Size

$33,360,700

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Ethan Rhinehart Work History

2020 - Present (4 years)

Accolade Investment Advisory

2018 - Present (6 years)

Accolade Investment Advisory

2017 - 2018 (1 year)

Russell Schwartzbeck

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Massachusetts Mutual

2016 - 2016 (< 1 year)

Northwestern Mutual Life Inurance Company

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Bin 54

2013 - 2015 (2 years)

State Farm

2009 - 2014 (5 years)

University At Buffalo

Disclosures

Please visit the SEC profile of Ethan Rhinehart 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 Accolade Asset/Liability Advisory Services

Philip Lucas
Columbus, OH
James Pisula
Columbus, OH
Ethan Rhinehart
Columbus, OH
Peter Gibson
Columbus, OH

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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