Unclaimed Profile

Robert Allen Gravette

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California

SIE, Series 7, Series 24, Series 63, Series 6526 years registeredCRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

26650 THE OLD ROAD, VALENCIA, CA 91381CRD# 1938019Firm CRD# 142180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Allen Gravette · VALENCIA, CA

Registration

CRD #1938019 · CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRITERION WEALTH MANAGEMENT

Jan 2008 – Dec 2020

Santa Clarita, CA

VISIONLINK FINANCIAL ADVISORS, INC.

Aug 2004 – Nov 2006

VALENCIA, CA

SIGNATOR INVESTORS, INC.

Nov 1999 – Dec 2002

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 30, 1999

Years registered · 26

Disclosure History

2023Regulatory·Final

2020Civil·Final

2018Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRD 142180 · SEC 801-67247

AUM

$58M

Regulatory assets under management

Employees

107 client accounts

Services offered by CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VALENCIA?

Browse all registered financial advisors in VALENCIA, California or claim this profile if it's yours.

Browse VALENCIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Allen Gravette offer?

Robert Allen Gravette specializes in Investment Management.

What are Robert Allen Gravette's credentials?

Robert Allen Gravette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Allen Gravette located?

Robert Allen Gravette is based in VALENCIA, California, last registered with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC..

How does Robert Allen Gravette charge for services?

Robert Allen Gravette's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.?

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. has approximately 3 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →