Unclaimed Profile

Robert Angelo Cervoni

THE LEUTHOLD GROUP, LLC·MINNEAPOLIS, Minnesota

SIE, Series 14, Series 27, Series 63, Series 65Clean record24 years registeredTHE LEUTHOLD GROUP, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 1209699Firm CRD# 105826

Profile Verification

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

Identity

Robert Angelo Cervoni · MINNEAPOLIS, MN

Registration

CRD #1209699 · THE LEUTHOLD GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE LEUTHOLD GROUP, LLC

WEEDEN & CO.L.P.

Feb 2002 – Aug 2019

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 27

Series 63

Series 65

Registration record

First registered · February 13, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LEUTHOLD GROUP, LLC

CRD 105826 · SEC 801-30686

AUM

$1.1B

Regulatory assets under management

Employees

127 client accounts

Services offered by THE LEUTHOLD GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THE LEUTHOLD GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Angelo Cervoni offer?

Robert Angelo Cervoni specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert Angelo Cervoni's credentials?

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

Where is Robert Angelo Cervoni located?

Robert Angelo Cervoni is based in MINNEAPOLIS, Minnesota, last registered with THE LEUTHOLD GROUP, LLC.

How does Robert Angelo Cervoni charge for services?

Robert Angelo Cervoni's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEUTHOLD GROUP, LLC?

THE LEUTHOLD GROUP, LLC has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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