Marshal Adam Scheidt
Investment adviser representative at Rfg Advisory, LLC
15 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Rfg Advisory, LLCAug 2022 to now
- Private Client ServicesAug 2022 to now
- Rfg Advisory, LLC dba Sixpoint Financial PartnersAug 2022 to now
- American Portfolios Advisors, Inc.Aug 2018 to Aug 2022
- American Portfolios Financial Services, Inc.Aug 2018 to Aug 2022
- AXA Advisors, LLCJul 2016 to Aug 2018
- Webster Ice ArenaDec 2015 to Aug 2018
- Abbott's Frozen CustardApr 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn 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
- 6500967
- Firm CRD
- 158401