| Name | Title | Ownership | Since |
|---|---|---|---|
| Bristol County Savings Bank Control | Shareholder | 50-75% | 2017 |
| Bristol Investment Services Group, Inc. Control | Shareholder | 50-75% | 2017 |
| Carl Michael Begin Control | Senior Vice President And Director Of Financial Planning | Under 5% | 2024 |
Rfg - Bristol Wealth Advisors, LLC reports $876.5 million in regulatory assets under management on its Form ADV.
Rfg - Bristol Wealth Advisors, LLC reports 8 employees.
Rfg - Bristol Wealth Advisors, LLC is based in Taunton, MA and has been SEC-registered since 2024.
Rfg - Bristol Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 35 Broadway, 2nd Floor, Taunton, MA 02780 |
| Phone | (508) 822-0122 |
| Fax | (508) 822-0052 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $876.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $876.5M |