Atlanta, GA Lenox Road Office
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Register Financial Advisors, LLC
Team
Firm-wide stats for Register Financial Advisors, LLC
About
Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporations, retirement plans, charitable institutions, foundations, and trusts. The firm offers discretionary and non‑discretionary portfolio management, financial planning and consulting, retirement plan consulting, and access to third‑party managed solutions including the Edelman Managed Asset Program TAMP and Orion Portfolio Solutions, as well as multiple wrap fee programs.
The firm structures portfolios using a broad set of instruments and strategies drawn from both in‑house advisors and third‑party strategists, including equities, mutual funds, ETFs, fixed income, and derivatives where appropriate; RFIM accounts may also include margin transactions, options strategies, and short sales depending on client objectives. Register Financial uses model allocations and periodic monitoring and reporting, and works with custodians and program sponsors to implement manager selections and account rebalancing.
Compared with many peers, Register Financial is affiliated with a broker‑dealer (Register Financial Associates, Inc.) and sponsors multiple wrap fee programs administered through Wells Fargo Clearing Services, LLC, arrangements under which the firm receives a portion of wrap fees and may participate in revenue‑sharing and clearing services. The firm’s documented use of derivatives and borrowing within managed accounts and its role as both sponsor and intermediary between custodians and third‑party managers distinguish its service and operational model from most team‑category advisers.
Based on Register Financial Advisors, LLC
Expertise
Based on Register Financial Advisors, LLC
Location
3500 Lenox Road, Suite 1700
Atlanta GA 30326
Advisors at this office
13
Advisors at this office
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