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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 |
| TX | RA | APPROVED | 2026-06-10 |
| NJ | RA | APPROVED | 2026-05-19 |
| PA | RA | APPROVED | 2026-02-09 |
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 Dba Tristate Financial Advisors | Philadelphia | PA | 05/2022 | 06/2025 |
| None | New Tripoli | PA | 12/2021 | 04/2022 |
| Hyatt | Dewey Beach | DE | 09/2021 | 12/2021 |
| Dc Restaurant Group | Bethany Beach | DE | 06/2021 | 08/2021 |
| Full Time Student | Newark | DE | 02/2016 | 06/2021 |
| Trinity Wealth Securties, Llc | Philadelphia | PA | 11/2024 | 06/2025 |
| Lincoln Investment | Fort Washington | PA | 06/2025 | 10/2025 |
| Riverside Financial Advisors Llc | Pittsburgh | PA | 02/2026 | Present |
| Unemployed | Ambler | PA | 11/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
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