Richard B. Rowehl

REVOLVE WEALTH PARTNERS

Hackensack, NJ 07601

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CRD#: 2074897

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Burton Rowehl

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.

1. 06/24/2015 - RP ENTERTAINMENT/ CEO-FAMILY BUSINESS/ STARTED 1993 / ADDRESS - 36 TWIN CEDAR LANE, NORTHPORT, NY / PRIVATE COMPANY / COMPENSATION - HOURLY / NATURE OF BUSINESS - DISC JOCKEY, KARAOKE, TRIVIA GAME SERVICES / DUTIES & RESPONSIBILITIES - DJ/MC, KARAOKE HOST, TRIVIA QUIZMASTER FOR PRIVATE PARTIES AND RESTAURANTS IN NY TRI-STATE AREA / HOURS SPENT PER WEEK - 20 / SECURITIES TRADING HOURS - 0 / RAISE CAPITAL - NO 2. Moose Lodge #318, 631 Pulaski Road, Greenlawn, NY 11740, Fraternal and Charitable Work, 2nd Year Trustee, Voting member of the board approving lodge related business (including but not limited to) lodge renovation expenditure approvals, community charitable events involvement, coordination and approval, social quarters rental and use discussions and approval, No compensation received, Not investment related, approximate 10 hours is devoted to this activity on a monthly basis, approximate 0 is devoted during normal trading hours, July 11, 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Burton Rowehl JR's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 10, 2025 - Present

REVOLVE WEALTH PARTNERS, LLC

Office #1: 411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

RIA

CRD#: 286643

Hackensack, NJ

Past

October 3, 2016 - October 3, 2025

MMA SECURITIES LLC

RIA

CRD#: 44254

New York, NY

Past

September 1, 2016 - October 3, 2025

MMA SECURITIES LLC

CRD#: 44254

New York, NY

Past

June 24, 2015 - September 15, 2016

LPL FINANCIAL LLC

CRD#: 6413

NEW YORK, NY

Past

June 16, 2015 - September 2, 2016

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

NEW YORK, NY

Past

October 25, 2005 - June 3, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

October 25, 2005 - June 3, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

January 7, 2005 - October 14, 2005

TD WEALTH MANAGEMENT SERVICES INC.

RIA

CRD#: 6940

MELVILLE, NY

Past

January 7, 2005 - October 14, 2005

TD WEALTH MANAGEMENT SERVICES INC.

CRD#: 6940

PHILADELPHIA, PA

Past

December 18, 2003 - December 7, 2004

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW YORK, NY

Past

August 8, 2003 - December 7, 2004

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

October 18, 1999 - March 29, 2000

DIME SECURITIES, INC.

CRD#: 28955

BROOKLYN, NY

Past

May 14, 1999 - October 18, 1999

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

May 5, 1998 - May 14, 1999

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

May 14, 1996 - May 13, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 19, 1995 - April 19, 1996

BOWLES HOLLOWELL CONNER & CO.

CRD#: 17511

CHARLOTTE, NC

Past

September 23, 1994 - July 12, 1995

SHEFFIELD INVESTMENTS, INC.

CRD#: 17512

Past

August 27, 1992 - April 11, 1994

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

August 6, 1990 - October 2, 1990

ROYCE INVESTMENT GROUP, INC.

CRD#: 10494

WOODBURY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVOLVE WEALTH PARTNERS, LLC

FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

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

New Jersey
(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

State Security Law Exam

IAR

Series 66

Date: 12/12/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/20/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 1/2/2023

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REVOLVE WEALTH PARTNERS, LLC

FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

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Contact information

Main Address

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

Mailing Address

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

Phone number

(201) 373-2163

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR REVOLVE WEALTH PARTNERS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts	2,914
AUM (Assets Under Management)	$ 1,180,023,798

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Richard B. Rowehl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Burton Rowehl JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MMA SECURITIES LLC

MMA SECURITIES LLC

LPL FINANCIAL LLC

GLOBAL RETIREMENT PARTNERS LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

TD WEALTH MANAGEMENT SERVICES INC.

TD WEALTH MANAGEMENT SERVICES INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

DIME SECURITIES, INC.

KEYBANC CAPITAL MARKETS INC.

KEY INVESTMENTS INC.

UBS FINANCIAL SERVICES INC.

BOWLES HOLLOWELL CONNER & CO.

SHEFFIELD INVESTMENTS, INC.

BNY MELLON SECURITIES CORPORATION

ROYCE INVESTMENT GROUP, INC.

Primary Firm SEC Registration

REVOLVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2003

Series 65

Date: 2/20/1998

Series 63

Date: 7/27/1990

Series 62

Date: 1/2/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2003

Series 6

Date: 7/6/1992

Current Firm

REVOLVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVOLVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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