AdFi
MA

Marshal Adam Scheidt

Investment Adviser Representative at RFG Advisory, LLC

Pittsford, NYCRD #6500967Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marshal Adam Scheidt is an investment adviser representative with RFG Advisory, LLC in Pittsford, NY, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 3 firms, including American Portfolios Advisors, Inc and AXA Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.

Office

1169 Pittsford-victor Road, Suite 120
Pittsford, NY 14534

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, Texas
Broker:
1 state or territory

New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/15/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 7/24/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/19/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/28/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RFG Advisory, LLCCurrent
8/19/2022 – Pittsford, NY
American Portfolios Advisors, Inc
8/20/2018 – 8/19/2022Holbrook, NY
AXA Advisors, LLC
4/17/2018 – 8/30/2018Rochester, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Abbott's Frozen Custard
    Apr 2011 – Aug 2018Rochester, NY
  2. Webster Ice Arena
    Dec 2015 – Aug 2018Webster, NY
  3. AXA Advisors, LLC
    Jul 2016 – Aug 2018New York, NY
  4. American Portfolios Financial Services, Inc.
    Aug 2018 – Aug 2022Holbrook, NY
  5. Private Client Services
    Aug 2022 – no end date reportedPittsford, NY
  6. RFG Advisory, LLC DBA Sixpoint Financial Partners
    Aug 2022 – no end date reportedPittsford, NY
  7. American Portfolios Advisors, Inc.
    Aug 2018 – Aug 2022Holbrook, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RFG Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0235

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
178
Offices listed on AdvisorFinder:
49
Main office:
Vestavia Hills, AL
SEC file number:
801-79153

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at RFG Advisory, LLC

Showing 12 of 178 in the directory

View RFG Advisory, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marshal Adam Scheidt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Marshal Adam Scheidt (RFG Advisory) - Fees & Credentials