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Richard Todd Rebori

Atwob

Katonah, NY

CRD 4707220

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Employer firm

Atwob CRD 172961

$114M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Atwob

23 Parkway 2Nd Floor, Katonah, NY 10536 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-31
TX RA APPROVED_RES 2017-07-14
  • NY RA
    APPROVED
    Since 2021-10-31
  • TX RA
    APPROVED_RES
    Since 2017-07-14

Branch Locations

23 Parkway 2Nd Floor, Katonah, NY 10536 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Point B Planning, Llc Dba Atwob Katonah NY 08/2014 Present
  • 08/2014 → Present
    Point B Planning, Llc Dba Atwob
    Katonah, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-26
  • S66 Uniform Combined State Law Examination
    2004-03-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HOLLOW BROOK WEALTH MANAGEMENT LLC
PAUL M WILLIAMS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

PHILIP ERNST RICHTER
Paul Michael Williams
Pieter Daniel Loots

Nearby Offices

HOLLOW BROOK WEALTH MANAGEMENT LLC · KATONAH, NY
PAUL M WILLIAMS LLC · KATONAH, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATONAH, NY

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