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Robert Allen Gravette

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California
Clean recordCRITERION 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Allen Gravette is a registered financial advisor based in VALENCIA, California, affiliated with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
CRITERION WEALTH MANAGEMENT
AUM
$58M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1938019
Firm CRD# 142180
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Allen Gravette offer?
Robert Allen Gravette specializes in Investment Management. Contact their office in VALENCIA, California for a consultation.
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, working with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
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.
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Other Advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Jason Owen Stauffer
VALENCIA, CA
Mark Andrew Macarthur
VALENCIA, CA
Zachary Paul Herbert
VALENCIA, CA

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