Unclaimed Profile

Robert A Valente

RAV FINANCIAL SERVICES, LLC·BEACHWOOD, Ohio

Clean recordRAV 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert A Valente is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with RAV FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RAV FINANCIAL SERVICES, LLC

RAV FINANCIAL

AUM

$301M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RAV FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 867162

Firm CRD# 106632

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Frequently Asked Questions

What services does Robert A Valente offer?

Robert A Valente specializes in Financial Planning, Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.

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, working with RAV FINANCIAL SERVICES, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

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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