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Robert A Valente

RAV FINANCIAL SERVICES, LLC·BEACHWOOD, Ohio
Unclaimed Profile
ONE CHAGRIN HIGHLANDS, BEACHWOOD, OH 44122CRD# 867162Firm CRD# 106632
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RAV FINANCIAL SERVICES, LLC
RAV FINANCIAL
AUM
$301M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at RAV FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 867162
Firm CRD# 106632
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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