Unclaimed Profile

Robert Arthur Cavallaro

PRINCIPAL ADVISED SERVICES, LLC·DES MOINES, Iowa

Series 7, Series 65Clean record20 years registeredPRINCIPAL ADVISED SERVICES, LLC

655 9TH STREET, DES MOINES, IA 50309CRD# 2755893Firm CRD# 297324

Profile Verification

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

Identity

Robert Arthur Cavallaro · DES MOINES, IA

Registration

CRD #2755893 · PRINCIPAL ADVISED SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCIPAL ADVISED SERVICES, LLC

ROBUSTWEALTH, INC.

Oct 2016 – Jul 2021

LAMBERTVILLE, NJ

SMITHTOWN CAPITAL, LLC

Feb 2006 – Dec 2006

PIPERSVILLE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCIPAL ADVISED SERVICES, LLC

CRD 297324 · SEC 801-114432

AUM

$569M

Regulatory assets under management

Employees

140

11,801 client accounts

Services offered by PRINCIPAL ADVISED SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRINCIPAL ADVISED SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Arthur Cavallaro offer?

Robert Arthur Cavallaro specializes in Investment Management, Fee-Only Advisory.

What are Robert Arthur Cavallaro's credentials?

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

Where is Robert Arthur Cavallaro located?

Robert Arthur Cavallaro is based in DES MOINES, Iowa, last registered with PRINCIPAL ADVISED SERVICES, LLC.

How does Robert Arthur Cavallaro charge for services?

Robert Arthur Cavallaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCIPAL ADVISED SERVICES, LLC?

PRINCIPAL ADVISED SERVICES, LLC has approximately 140 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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