Robert J. Vile

PRIME SOLUTIONS FINANCIAL SERVICES

HORSHAME , PA 19044

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CRD#: 1300895

Professional summary

Robert John Vile is a registered financial advisor currently at PRIME SOLUTIONS FINANCIAL SERVICES CORP. located in Horshame , Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Vile's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 14, 2003 - Present

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

Office #1: 721 Dresher Road Suite 2400, Horshame , PA 19044

RIA

CRD#: 120499

HORSHAME , PA

Past

December 23, 1987 - April 24, 1989

WIDMANN, SIFF & CO., INC.

CRD#: 18196

Past

December 18, 1984 - January 12, 1988

HESS, GRANT & COMPANY, INC.

CRD#: 2187

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/14/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Current Firm

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

PRIME SOLOTIONS FINANCIAL SERVICES CORP. | PRIME SOLUTIONS FINANCIAL SERVICES CORP. | PRIME SOLUTIONS ADVISORY

CRD#: 120499 / SEC#: 801-63367

RIA

Registered Investment Advisory firm - (7/27/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/13/2011 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Newtown Square, PA

Mailing Address

Phone number

(610) 886-4320

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 12,692,478

Red Flags

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Robert J. Vile

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Vile's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

WIDMANN, SIFF & CO., INC.

HESS, GRANT & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/1998

Series 63

Date: 11/27/1984

Series 7

Date: 12/15/1984

Current Firm

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

TRUST BUT VERIFY

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