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RESEARCH FINANCIAL STRATEGIES

ROCKVILLE, MD · CRD 153247 · IAPD ↗ · rfsadvisors.com · 301-294-7500

$251.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — RESEARCH FINANCIAL STRATEGIES added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — RESEARCH FINANCIAL STRATEGIES added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2024 — RESEARCH FINANCIAL STRATEGIES changed its website from winstonpaul.com to rfsadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2024 — RESEARCH FINANCIAL STRATEGIES added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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