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Marshal Adam Scheidt

Rfg Advisory, LLC

Vestavia Hills, AL

Pittsford, NY

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-19
TX RA APPROVED_RES 2022-08-19
  • NY RA
    APPROVED
    Since 2022-08-19
  • TX RA
    APPROVED_RES
    Since 2022-08-19

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

1169 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534 • 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
Abbott's Frozen Custard Rochester NY 04/2011 08/2018
Webster Ice Arena Webster NY 12/2015 08/2018
Axa Advisors, Llc New York NY 07/2016 08/2018
American Portfolios Financial Services, Inc. Holbrook NY 08/2018 08/2022
Private Client Services Pittsford NY 08/2022 Present
Rfg Advisory, Llc Dba Sixpoint Financial Partners Pittsford NY 08/2022 Present
American Portfolios Advisors, Inc. Holbrook NY 08/2018 08/2022
  • 04/2011 → 08/2018
    Abbott's Frozen Custard
    Rochester, NY
  • 12/2015 → 08/2018
    Webster Ice Arena
    Webster, NY
  • 07/2016 → 08/2018
    Axa Advisors, Llc
    New York, NY
  • 08/2018 → 08/2022
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 08/2022 → Present
    Private Client Services
    Pittsford, NY
  • 08/2022 → Present
    Rfg Advisory, Llc Dba Sixpoint Financial Partners
    Pittsford, NY
  • 08/2018 → 08/2022
    American Portfolios Advisors, Inc.
    Holbrook, NY
Previous Registrations
  • 2018-08-20 → 2022-08-19
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2018-04-17 → 2018-08-30
    Equitable Advisors, Llc
    Webster, NY
    Rochester, NY
Other Businesses

1) JURIS MONTGOMERY BROKERAGE LLC. INVESTMENT-RELATED. 1175 PITTSFORD-VICTOR ROAD, SUITE 110, PITTSFORD, NY 14534. INSURANCE. AGENT. 25 HRS/MO; 25 DURING TRADING HRS. 2) RFG ADVISORY LLC. INVESTMENT-RELATED. 1400 URBAN CENTER DRIVE, STE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 3) SIXPOINT FINANCIAL PARTNERS. INVESTMENT-RELATED. 1169 PITTSFORD-VICTOR ROAD, SUITE 120, PITTSFORD, NY 14534. DBA. PARTNER/ADVISOR/INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-15
S63 Uniform Securities Agent State Law Examination 2016-07-24
  • S65 Uniform Investment Adviser Law Examination
    2018-03-15
  • S63 Uniform Securities Agent State Law Examination
    2016-07-24

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON
ERIC JOSEPH BLAKE
HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

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