Pittsford, NY Office

Team
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RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Firm-wide stats for RFG Advisory, LLC

Total advisors

191

Across 86 offices

Clients per advisor

90 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

RFG Advisory provides investment advisory and planning services to a broad client mix that includes individual and high‑net‑worth investors, retirement plans and plan participants, and select institutional clients such as investment companies and state or municipal government entities. Services described in the brochure include discretionary portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, sub‑advisory services to exchange‑traded funds, and access to alternative investments and annuity platforms.

The firm’s investment delivery is primarily discretionary and leverages a range of model strategies and third‑party platforms: firm‑managed Bluemonte model portfolios (ETF and mutual‑fund based), direct indexing, SMArtX and other manager marketplaces, and participant‑facing retirement technology such as Pontera and Aspire for employer‑sponsored accounts. RFG also conducts ongoing supervisory and compliance oversight of affiliated and third‑party managers and states its role as an ERISA fiduciary when advising retirement accounts or plan sponsors.

Several features in the brochure distinguish RFG from many multi‑team peers: it acts as sub‑adviser to multiple Bluemonte ETFs and may invest client assets in those funds, it expressly serves investment company clients and state/municipal clients (both noted as less common among peers), and many advisors on the platform are also licensed to sell insurance products and use annuity management platforms. The firm further offers curated access to private and structured investments through providers such as iCapital/CAIS, supports 10b5‑1 trading plans and consolidates various services via custodial relationships and platform arrangements, with disclosures in the brochure about resulting conflicts and mitigation practices.

Based on RFG Advisory, LLC

Expertise

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Based on RFG Advisory, LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on RFG Advisory, LLC

Demographic focus

Women Professionals Mid-Career Professionals

Based on RFG Advisory, LLC

Location

1169 Pittsford Victor Rd, Suite 120

Pittsford NY 14534

Advisors at this office

7

Advisors at this office

user avatar

David P

CFP®, Series 66

Pittsford, NY

RFG Advisory, LLC

David Pulcini Jr. is a CFP® professional with 22 years of experience in financial advisory services. He is currently with RFG Advisory, LLC and has previous experience at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside his advisory role, he operates a consulting business focused on branding and marketing. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach features primarily discretionary management using model portfolios, third-party platforms, and access to alternative investments, with a noted role as sub-adviser to several ETFs and service to state and municipal clients.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Allison B

Series 65

Pittsford, NY

RFG Advisory, LLC

Allison Bell is a Series 65-licensed financial advisor with two years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at LVW Advisors, Ashford Advisors, and Generation Capital Management. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Nicholas S

CFP®, Series 66

Pittsford, NY

RFG Advisory, LLC

Nicholas Savas is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently serves as a financial advisor at RFG Advisory, LLC, having previously worked at Equitable Advisors and Axa Advisors, Llc. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm uses a primarily discretionary investment approach that incorporates model portfolios, third-party platforms, and offers specialized services such as sub-advisory roles to ETFs and access to alternative investments.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Christopher V

CFP®, Series 63, Series 65

Pittsford, NY

RFG Advisory, LLC

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at firms including LVW Advisors LLC, HD Vest entities, BANK of AMERICA, N.A., and Merrill. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management utilizing model strategies, third-party platforms, and also serves as a sub-adviser to multiple ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Michael G

Series 66

Pittsford, NY

RFG Advisory, LLC

Michael Gorsky is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons National Bank and Howard Hanna Real Estate Services. Outside of his advisory role, he is a licensed real estate salesperson assisting in real estate transactions. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using various model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Marshal S

Series 63, Series 65

Pittsford, NY

RFG Advisory, LLC

Marshal Scheidt is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory role, he has prior experience with Webster Ice Arena and Abbott's Frozen Custard. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it acts as a sub-adviser to multiple ETFs while supporting insurance and annuity product sales among its advisors.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Joseph P

CFP®, Series 66

Pittsford, NY

RFG Advisory, LLC

Joseph Prestigiacomo is a financial advisor with RFG Advisory, LLC, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at American Portfolios Advisors, Inc. and Axa Advisors, LLC. He serves as a board member of the Greece Education Foundation. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
View complete list of advisors at this office
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