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Robert Richard Roback Jr.

LUTHER FOREST WEALTH ADVISORS, L.L.C.·MALTA, New York
Clean record1 years registeredLUTHER FOREST WEALTH ADVISORS, L.L.C.
2715 ROUTE 9, MALTA, NY 12020CRD# 5924509Firm CRD# 142714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Richard Roback Jr. · MALTA, NY
Registration
CRD #5924509 · LUTHER FOREST WEALTH ADVISORS, L.L.C. · 1 years registered
Brand Profile
Not yet started
01

Career History

LUTHER FOREST WEALTH ADVISORS, L.L.C.
Oct 2024 – present
02

Registrations & Exams

Registration record
First registered · October 1, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD 142714 · SEC 801-67506
AUM
$72M
Regulatory assets under management
Employees
2
427 client accounts
Services offered by LUTHER FOREST WEALTH ADVISORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C. →
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05

Frequently Asked Questions

What services does Robert Richard Roback Jr. offer?
Robert Richard Roback Jr. specializes in Financial Planning, Investment Management. Contact their office in MALTA, New York for a consultation.
What are Robert Richard Roback Jr.'s credentials?
Robert Richard Roback Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Richard Roback Jr. located?
Robert Richard Roback Jr. is based in MALTA, New York, working with LUTHER FOREST WEALTH ADVISORS, L.L.C.. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Robert Richard Roback Jr. charge for services?
Robert Richard Roback Jr.'s firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUTHER FOREST WEALTH ADVISORS, L.L.C.?
LUTHER FOREST WEALTH ADVISORS, L.L.C. has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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