Douglas Joseph Messina
Investment adviser representative at Rise Private Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Douglas Joseph Messina? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Purshe Kaplan Sterling Investments (pks)Sep 2026 to now
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, Inc.May 2013 to Sep 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4946186
- Firm CRD
- 343846