Rabenold Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rabenold Advisors, Inc. provides ongoing investment management and financial planning primarily to individual clients and families, managing roughly $35.6 million in discretionary assets and offering both discretionary and non‑discretionary arrangements. The firm states it does not impose an account minimum and may deliver planning as an integrated, ongoing service or as a stand‑alone planning engagement.
Investment strategies are built on diversified, asset‑allocation frameworks informed by Modern Portfolio Theory, typically using cost‑efficient mutual funds and ETFs alongside equities, fixed income, closed‑end funds and options where appropriate, with periodic rebalancing and tactical adjustments. The firm describes financial planning as a continuing process tied to investment management and may include retirement and income distribution analysis, tax‑aware strategies, estate coordination and insurance review.
The firm discloses that its principal is dually registered as a broker‑dealer representative and is licensed to sell insurance products, and that commission‑based compensation for brokerage or insurance transactions is separate from advisory fees; it also notes that a broker‑dealer (LPL Financial) may supervise certain activities and have access to client information in that capacity. Rabenold Advisors also highlights firm policies that differ from many peers — for example, it prohibits soft‑dollar commissions — and does not emphasize serving high‑net‑worth clients.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commissions earned separately by principal Dirk D. Rabenold in his capacity as a registered representative of LPL Financial and as an independent insurance agent, in addition to advisory fees.
Main office
5930 Main Street, Suite 400
Williamsville NY 14221
Advisors at this office
2
Most active in
New York
Also doing business as
Rabenold Advisors, Inc. · Rabenold Buckley Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jacqueline T
Series 63, Series 65, Series 66
Williamsville, NY
Rabenold Advisors, Inc.
Jacqueline Tedesco is a financial advisor at Rabenold Advisors, Inc. with six years of industry experience. Her prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Before entering finance, she was involved in a family dental practice for 17 years and also worked at Monarch Kitchen Design Studio. Rabenold Advisors, Inc. provides investment management and financial planning primarily to individual clients and families, managing approximately $35.6 million in discretionary assets. The firm employs diversified, asset-allocation strategies based on Modern Portfolio Theory and offers financial planning as an ongoing or stand-alone service without imposing an account minimum.
Dirk R
CFP®, Series 63, Series 65
Williamsville, NY
Rabenold Advisors, Inc.
Dirk Rabenold is a CFP® professional with over 41 years of experience in the financial industry. He is currently with Rabenold Advisors, Inc. and has previously worked at LPL Financial, Next Financial Group Inc, and Janney Montgomery Scott. In addition to his advisory role, he serves as an elected official with the Amherst Republican Committee. Rabenold Advisors, Inc. provides ongoing investment management and financial planning primarily for individuals and families, managing approximately $35.6 million in discretionary assets. The firm utilizes diversified, asset-allocation strategies based on Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements without account minimums.
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