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Robert Joseph Rago

Investment adviser representative at Cedar Spring Advisors, LLC
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$169.4MFirm assets

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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

Experience

20 years in the industry.

  1. Cedar Spring Advisors, LLCAug 2022 to now
  2. Cedar Spring Advisors, LLC dba Rago FinancialJul 2022 to now
  3. Rago FinancialJul 2020 to now
  4. Ferrera Candy CompanyApr 2018 to Sep 2022
  5. Te ConnectivityJul 2017 to Apr 2018
  6. Clipper MagazineDec 2016 to Jun 2017
  7. Kellogg CompanyJun 2006 to Dec 2016

Designations

  • ChFC®

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (PA).

Cedar Spring Advisors, LLC

$169.4MAssets managed
285Clients
4Advisers
3 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
7605105
Firm CRD
289329
Advisor's SEC record (opens in a new tab)
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