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Riverside Financial Advisors LLC CRD 339678
$22.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-12 |
| NJ | RA | APPROVED | 2026-03-17 |
| FL | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-02-13 |
| PA | RA | APPROVED | 2026-01-29 |
Branch Locations
8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors, Llc | Philadelphia | PA | 09/2020 | 01/2025 |
| Full Time Student | Philadelphia | PA | 08/2015 | 05/2020 |
| Trinity Wealth Securities L.L.C | Philadelphia | PA | 09/2020 | 01/2025 |
| Saxony Securities, Inc. | St. Louis | MO | 01/2025 | 01/2026 |
| Saxony Capital Management, Llc. | St. Louis | MO | 01/2025 | 01/2026 |
| Riverside Financial Advisors Llc | Pittsburgh | PA | 01/2026 | Present |
| Mcmullen Industries, Limited | Pittsburgh | PA | 01/2025 | Present |
| Bluestone Country Club | Blue Bell | PA | 05/2017 | 12/2021 |
McMullen Industries, Limited; Investment Related; Insurance Agent; Pittsburgh, PA; Fixed Insurance Sales; Started 01/2025; Approximately 38 hours per month spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
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