Robert
Rago

Cedar Spring Advisors, LLC

CRD#7605105
Investment Advisor
in Lancaster, PA

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About this Advisor

Robert Rago is a financial advisor based in Lancaster, Pennsylvania, working with Cedar Spring Advisors, LLC. Robert has previously held positions at Cedar Spring Advisors, LLC Dba Rago Financial, Rago Financial, Ferrera Candy Company, Te Connectivity, Clipper Magazine, and Kellogg Company. Robert is registered to provide services in Pennsylvania. Currently, Robert is part of Cedar Spring Advisors, LLC, which operates out of Lancaster, Pennsylvania. The firm has 2 offices and 4 employees. The firm manages assets totaling $115.4 million 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, and selection of other advisers. The fee structure at Cedar Spring Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lancaster, PA

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Cedar Spring Advisors, LLC Brokerage Details

Total Assets Under Management

$115,399,021

Total Number of Employees

4

Total Number of Accounts

666

Average Account Size

$173,272

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Rago Work History

2022 - Present (2 years)

Cedar Spring Advisors, LLC Dba Rago Financial

2020 - Present (4 years)

Rago Financial

2018 - 2022 (4 years)

Ferrera Candy Company

2017 - 2018 (1 year)

Te Connectivity

2016 - 2017 (1 year)

Clipper Magazine

2006 - 2016 (10 years)

Kellogg Company

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

Brendon Worst
Ellicott City, MD
Justin Mcmaster
Lancaster, PA
Michelle Fletcher
Lancaster, PA
Robert Rago
Lancaster, PA

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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