Robert
Rago

Cedar Spring Advisors, LLC

CRD#7605105
Investment Advisor
in Lancaster, PA

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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

Chartered Financial Consultant

Years Registered*

1 year

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

$100,783,947

Total Number of Employees

4

Total Number of Accounts

601

Average Account Size

$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.*

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

*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

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 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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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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