Robert
Rago
Cedar Spring Advisors, LLC
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About this Advisor
Robert Rago is a chartered financial consultant based out of Lancaster, Pennsylvania with 1 year of relevant experience. Rago works at Cedar Spring Advisors, LLC. Rago has gained experience at Cedar Spring Advisors, LLC Dba Rago Financial, Rago Financial, Ferrera Candy Company, Te Connectivity, Clipper Magazine and Kellogg Company. Rago is approved to advise clients in Pennsylvania. Cedar Spring Advisors, LLC is a company with a branch in Lancaster, Pennsylvania. The investment advisory business has offices in two locations and just four employees. It manages $101 million in assets across its 601 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 601 accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets. Cedar Spring Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Cedar Spring Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cedar Spring Advisors, LLC Brokerage Details
$100,783,947
4
601
$167,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Rago Work History
Robert has been registered as a financial advisor for 1 years.*
Cedar Spring Advisors, LLC Dba Rago Financial
Rago Financial
Ferrera Candy Company
Te Connectivity
Clipper Magazine
Kellogg Company
*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 Robert Rago 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 Cedar Spring Advisors, LLC
Ellicott City, MD
Lancaster, PA
Lancaster, PA
Lancaster, PA
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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