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Jonathan Rouis

RBT WEALTH LLC·NEWBURGH, New York
Unclaimed Profile
11 RACQUET ROAD, NEWBURGH, NY 12550CRD# 6451369Firm CRD# 330564
01

About

Jonathan Rouis is a registered financial advisor based in NEWBURGH, New York, affiliated with RBT WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RBT WEALTH LLC
RBT WEALTH LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RBT WEALTH LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6451369
Firm CRD# 330564
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Rouis offer?
Jonathan Rouis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWBURGH, New York for a consultation.
What are Jonathan Rouis's credentials?
Jonathan Rouis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Rouis located?
Jonathan Rouis is based in NEWBURGH, New York, working with RBT WEALTH LLC. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does Jonathan Rouis charge for services?
Jonathan Rouis'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 RBT WEALTH LLC?
RBT WEALTH LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in New YorkNational Fee Analysis
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