Robert James Marchewka
Investment adviser representative at Rise North Capital Investment Advisors
13 yearsExperience
3 statesRegistered in
$50.6MFirm assets
Under 1 yearFirm 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 assetsFixed 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
13 years in the industry.
- Rise North Capital Investment AdvisorsDec 2025 to now
- Rnc Ria LLC dba Rise North Capital Investment AdvisorsOct 2025 to now
- Rise North CapitalMar 2023 to now
- Foundations Investment AdvisorsJun 2024 to Mar 2026
- Town of BelchertownJul 2019 to Feb 2023
- Town of East LongmeadowAug 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Rise North Capital Investment Advisors
Legal name: Rnc Ria LLC
$50.6MAssets managed
408Clients
11Advisers
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
- 7938361
- Firm CRD
- 336740