Richard Burton Rowehl Jr
AIF®Professional Summary
Richard Burton Rowehl JR, AIF®, who also goes by Richard Burton Rowehl, is a registered financial advisor currently at REVOLVE WEALTH PARTNERS, LLC located in Hackensack, New Jersey. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Richard has worked at 15 firms and has passed the Series 66, Series 65, Series 63, Series 62, Series 6TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Richard Burton Rowehl
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC
Contact Information
Main Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601Mailing Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601Phone Number
(201) 373-2163# of Employees
19SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,450AUM (Assets Under Management)
$1,421,854,687Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(10/10/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Burton Rowehl JR's CRS (Customer Relationship Summary).
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