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RSD ADVISORS

· CRD 152447 · IAPD ↗ · rsdadvisors.net · 347-689-2237

$78.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — RSD ADVISORS reported RAUM up 62% ($48.3M -> $78.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — RSD ADVISORS reported RAUM up 29% ($34.2M -> $44.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.