Unclaimed Profile

Robert A Valente

RAV FINANCIAL SERVICES, LLC·BEACHWOOD, Ohio

Series 1, Series 7, Series 24, Series 63Clean record19 years registeredRAV FINANCIAL SERVICES, LLC

ONE CHAGRIN HIGHLANDS, BEACHWOOD, OH 44122CRD# 867162Firm CRD# 106632

Profile Verification

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

Identity

Robert A Valente · BEACHWOOD, OH

Registration

CRD #867162 · RAV FINANCIAL SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RAV FINANCIAL SERVICES, LLC

SEQUOIA FINANCIAL ADVISORS, L.L.C.

Oct 2016 – Nov 2018

Beachwood, OH

RAV FINANCIAL

Sep 2006 – Oct 2016

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · September 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAV FINANCIAL SERVICES, LLC

CRD 106632 · SEC 801-17712

AUM

$301M

Regulatory assets under management

Employees

1,300 client accounts

Services offered by RAV FINANCIAL SERVICES, LLC

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 RAV FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert A Valente offer?

Robert A Valente specializes in Financial Planning, Investment Management.

What are Robert A Valente's credentials?

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

Where is Robert A Valente located?

Robert A Valente is based in BEACHWOOD, Ohio, last registered with RAV FINANCIAL SERVICES, LLC.

How does Robert A Valente charge for services?

Robert A Valente's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAV FINANCIAL SERVICES, LLC?

RAV FINANCIAL SERVICES, LLC has approximately 14 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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